+12.8%
VG vs LUMN
+42.5%
-29.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.4% |
| 7D | +1.7% | +12.1% | -10.4% | +1.8% |
| 30D | +16.0% | +11.3% | +4.7% | +16.3% |
| 3M | +9.7% | -31.6% | +41.3% | +9.0% |
| 6M | +29.6% | -2.7% | +32.3% | +28.1% |
| YTD | +112.0% | -12.9% | +124.9% | +107.3% |
| 1Y | +12.8% | +36.2% | -23.4% | -3.9% |
| All | +12.8% | +42.5% | -29.7% | -3.9% |
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