+108.8%
V vs LNT
+54.0%
+54.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.8% | +1.6% | -0.8% | +0.4% |
| 30D | +9.9% | +12.1% | -2.1% | +6.5% |
| 3M | +17.5% | +8.2% | +9.3% | +14.9% |
| 6M | +33.5% | +3.6% | +29.8% | +32.0% |
| YTD | +21.6% | +16.2% | +5.4% | +15.8% |
| 1Y | +27.6% | +12.8% | +14.8% | +22.7% |
| 3Y | +76.4% | +66.5% | +9.9% | +51.6% |
| All | +108.8% | +54.0% | +54.8% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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