+81.7%
LXU vs VT
+66.2%
+15.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +1.5% | +1.0% | +0.5% | +0.5% |
| 30D | +18.0% | -0.2% | +18.2% | +18.1% |
| 3M | -6.8% | +4.5% | -11.4% | -11.9% |
| 6M | -15.9% | +14.1% | -29.9% | -29.1% |
| YTD | +33.5% | +14.8% | +18.8% | +11.7% |
| 1Y | +38.1% | +21.2% | +16.9% | +8.4% |
| 3Y | +7.8% | +76.6% | -68.8% | -45.0% |
| 5Y | +81.7% | +66.6% | +15.1% | +8.4% |
| All | +81.7% | +66.2% | +15.5% | +8.4% |
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 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