+74.0%
VTI vs LEN
-13.7%
+87.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.3% |
| 7D | -2.0% | -7.8% | +5.7% | +0.1% |
| 30D | -1.9% | -11.0% | +9.1% | +1.0% |
| 3M | +4.5% | -12.8% | +17.3% | +7.9% |
| 6M | +12.6% | -20.2% | +32.8% | +18.6% |
| YTD | +12.0% | -23.0% | +35.0% | +18.5% |
| 1Y | +17.3% | -41.8% | +59.2% | +34.0% |
| 3Y | +75.3% | -28.8% | +104.1% | +78.0% |
| 5Y | +74.0% | -12.6% | +86.6% | +54.3% |
| All | +74.0% | -13.7% | +87.7% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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