+13.8%
VRT vs LUMN
-59.3%
+73.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -5.9% | -7.0% | -11.3% |
| 7D | -15.4% | -6.9% | -8.5% | -13.6% |
| 30D | -19.0% | -20.5% | +1.5% | -13.9% |
| 3M | -23.8% | -33.4% | +9.6% | -15.9% |
| 6M | -37.9% | -52.1% | +14.2% | -25.4% |
| YTD | +27.0% | -42.5% | +69.4% | +40.0% |
| 1Y | +13.8% | -57.6% | +71.4% | +36.1% |
| All | +13.8% | -59.3% | +73.1% | +36.1% |
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