+53.4%
VT vs LNT
+51.7%
+1.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.5% |
| 7D | -2.3% | +1.4% | -3.7% | -2.6% |
| 30D | -5.0% | +12.3% | -17.2% | -7.5% |
| 3M | -4.9% | +5.3% | -10.2% | -6.1% |
| 6M | -1.5% | +2.0% | -3.6% | -2.3% |
| YTD | +8.5% | +15.3% | -6.8% | +4.0% |
| 1Y | +11.4% | +12.3% | -0.9% | +7.5% |
| 3Y | +70.1% | +59.1% | +11.0% | +47.1% |
| All | +53.4% | +51.7% | +1.7% | +34.2% |
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