-83.6%
LX vs VT
+11.9%
-95.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.5% | +5.7% |
| 7D | -5.7% | +2.4% | -8.1% | -8.7% |
| 30D | -8.5% | -1.5% | -7.0% | -5.9% |
| 3M | -56.4% | -4.1% | -52.3% | -53.5% |
| 6M | -69.9% | +0.6% | -70.5% | -69.8% |
| YTD | -79.3% | +11.0% | -90.3% | -82.3% |
| 1Y | -83.6% | +13.3% | -97.0% | -86.4% |
| All | -83.6% | +11.9% | -95.5% | -86.4% |
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