-51.3%
LXEO vs VT
+81.5%
-132.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.1% |
| 7D | +0.6% | +0.4% | +0.2% | -0.2% |
| 30D | +9.9% | +1.0% | +8.9% | +8.0% |
| 3M | +2.3% | +2.4% | -0.1% | -2.3% |
| 6M | -32.5% | +12.0% | -44.5% | -45.4% |
| YTD | -50.8% | +15.3% | -66.1% | -62.5% |
| 1Y | -1.6% | +22.6% | -24.2% | -34.2% |
| All | -51.3% | +81.5% | -132.9% | -79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling