+109.7%
VSH vs LNT
+8.3%
+101.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -1.3% |
| 7D | +3.1% | -1.1% | +4.2% | +2.7% |
| 30D | -5.7% | -1.9% | -3.8% | -6.3% |
| 3M | -42.5% | -7.2% | -35.3% | -44.2% |
| 6M | +82.7% | -3.9% | +86.6% | +77.3% |
| YTD | +118.2% | +5.9% | +112.4% | +114.6% |
| 1Y | +109.7% | +8.4% | +101.3% | +109.8% |
| All | +109.7% | +8.3% | +101.3% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling