-44.1%
VG vs LNT
+32.7%
-76.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.7% |
| 7D | +15.1% | -0.5% | +15.6% | +15.0% |
| 30D | -4.2% | +9.9% | -14.1% | -3.7% |
| 3M | -3.1% | +4.8% | -7.9% | -2.7% |
| 6M | +0.3% | +2.2% | -1.8% | +0.8% |
| YTD | +95.5% | +15.9% | +79.6% | +85.7% |
| 1Y | +64.4% | +10.6% | +53.9% | +59.2% |
| All | -44.1% | +32.7% | -76.7% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling