+16.9%
VEA vs LUMN
-60.4%
+77.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.3% | -5.3% | +2.1% |
| 7D | +0.4% | -10.6% | +11.0% | +1.3% |
| 30D | -0.7% | -18.2% | +17.5% | +1.0% |
| 3M | -3.9% | -30.8% | +26.9% | -1.0% |
| 6M | -0.6% | -49.1% | +48.5% | +5.0% |
| YTD | +12.9% | -44.4% | +57.3% | +17.1% |
| All | +16.9% | -60.4% | +77.3% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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