-71.2%
LXEO vs VT
+70.7%
-142.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -1.0% |
| 7D | -8.0% | -2.3% | -5.6% | -3.2% |
| 30D | -12.7% | -5.0% | -7.7% | -3.0% |
| 3M | -36.5% | -4.9% | -31.6% | -29.4% |
| 6M | -53.6% | -1.5% | -52.1% | -51.7% |
| YTD | -70.9% | +8.5% | -79.4% | -74.9% |
| 1Y | -65.7% | +11.4% | -77.1% | -71.8% |
| 3Y | -72.5% | +70.1% | -142.5% | -86.9% |
| All | -71.2% | +70.7% | -142.0% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling