-7.0%
LXFR vs VT
+57.0%
-64.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.1% | +2.4% | -2.2% | -2.3% |
| 30D | +0.5% | -1.5% | +2.0% | +1.7% |
| 3M | +1.5% | -4.1% | +5.6% | +5.5% |
| 6M | +13.3% | +0.6% | +12.8% | +11.9% |
| YTD | +31.6% | +11.0% | +20.5% | +17.2% |
| 1Y | +45.8% | +13.3% | +32.4% | +27.1% |
| 3Y | +144.7% | +73.4% | +71.3% | +43.9% |
| All | -7.0% | +57.0% | -64.0% | -42.2% |
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