+59.9%
VT vs LNT
+54.8%
+5.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -1.7% | +11.6% | -13.4% | -4.3% |
| 3M | -2.3% | +8.2% | -10.5% | -4.2% |
| 6M | +1.5% | +3.1% | -1.6% | +0.5% |
| YTD | +12.0% | +16.8% | -4.7% | +7.1% |
| 1Y | +12.9% | +11.6% | +1.3% | +9.2% |
| 3Y | +74.9% | +67.4% | +7.6% | +48.9% |
| 5Y | +59.9% | +56.8% | +3.2% | +38.8% |
| All | +59.9% | +54.8% | +5.1% | +38.8% |
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 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