-51.4%
VG vs LNT
+32.0%
-83.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | 0.0% |
| 7D | -22.0% | +1.4% | -23.5% | -21.9% |
| 30D | -11.6% | +12.3% | -23.9% | -11.1% |
| 3M | -14.9% | +5.3% | -20.2% | -14.6% |
| 6M | -3.5% | +2.0% | -5.6% | -3.2% |
| YTD | +70.0% | +15.3% | +54.7% | +61.4% |
| 1Y | +50.0% | +12.3% | +37.7% | +44.3% |
| All | -51.4% | +32.0% | -83.4% | -43.7% |
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