-82.4%
LX vs VT
+13.0%
-95.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +0.2% |
| 7D | +3.2% | +0.4% | +2.8% | +3.0% |
| 30D | -2.4% | -2.6% | +0.2% | +1.6% |
| 3M | -52.9% | -3.2% | -49.7% | -50.5% |
| 6M | -67.1% | +0.9% | -68.1% | -67.3% |
| YTD | -77.1% | +11.3% | -88.4% | -80.3% |
| All | -82.4% | +13.0% | -95.4% | -85.1% |
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