-24.3%
LXU vs VT
+374.2%
-398.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +8.8% | +0.4% | +8.3% | +8.0% |
| 30D | +16.6% | +1.0% | +15.6% | +14.9% |
| 3M | -12.3% | +2.4% | -14.7% | -16.2% |
| 6M | -10.7% | +12.0% | -22.7% | -26.1% |
| YTD | +32.9% | +15.3% | +17.6% | +5.9% |
| 1Y | +37.8% | +22.6% | +15.2% | +1.4% |
| 3Y | +7.0% | +74.7% | -67.7% | -50.9% |
| 5Y | +77.2% | +66.1% | +11.1% | -13.1% |
| 10Y | +28.9% | +225.0% | -196.1% | -72.5% |
| All | -24.3% | +374.2% | -398.5% | -88.9% |
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