+37.0%
LXU vs VT
+23.4%
+13.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.6% |
| 7D | +7.6% | +0.1% | +7.4% | +7.6% |
| 30D | +14.5% | +0.8% | +13.7% | +14.6% |
| 3M | -12.3% | +2.8% | -15.1% | -11.7% |
| 6M | -5.9% | +13.0% | -18.9% | -5.4% |
| YTD | +32.1% | +15.4% | +16.8% | +26.5% |
| All | +37.0% | +23.4% | +13.6% | +22.6% |
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