+1,024.4%
VRT vs LNT
+35.5%
+988.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.7% | +3.6% |
| 7D | +13.6% | +1.0% | +12.6% | +13.5% |
| 30D | +6.8% | -1.1% | +7.9% | +6.8% |
| 3M | -3.2% | -3.6% | +0.4% | -3.2% |
| 6M | +20.3% | -2.7% | +23.0% | +20.2% |
| YTD | +79.6% | +8.0% | +71.6% | +77.6% |
| 1Y | +139.0% | +10.5% | +128.5% | +135.6% |
| 3Y | +644.6% | +49.6% | +595.0% | +579.3% |
| 5Y | +1,024.4% | +32.2% | +992.1% | +956.5% |
| All | +1,024.4% | +35.5% | +988.9% | +956.5% |
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