+123.4%
VRT vs LUMN
+42.5%
+80.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +4.9% |
| 7D | +9.1% | +12.1% | -3.0% | +5.5% |
| 30D | +0.9% | +11.3% | -10.4% | -2.4% |
| 3M | -13.4% | -31.6% | +18.2% | -4.4% |
| 6M | +11.7% | -2.7% | +14.4% | +10.9% |
| YTD | +73.2% | -12.9% | +86.1% | +72.2% |
| 1Y | +123.4% | +36.2% | +87.2% | +81.4% |
| All | +123.4% | +42.5% | +80.9% | +81.4% |
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