-11.9%
LWLG vs VT
+13.3%
-25.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.4% |
| 7D | +1.7% | -1.6% | +3.3% | +7.3% |
| 30D | -17.9% | -2.5% | -15.4% | -9.8% |
| 3M | -31.4% | -1.3% | -30.1% | -26.2% |
| 6M | -71.2% | +3.1% | -74.3% | -71.3% |
| YTD | +44.4% | +10.9% | +33.5% | +14.7% |
| All | -11.9% | +13.3% | -25.1% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling