+948.7%
VTI vs LNG
+25,566.1%
-24,617.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.4% | -6.7% | +6.4% | +0.3% |
| 30D | -1.6% | +3.9% | -5.4% | -2.0% |
| 3M | +3.6% | +15.5% | -11.9% | +2.0% |
| 6M | +13.0% | +10.5% | +2.5% | +11.6% |
| YTD | +12.7% | +43.0% | -30.3% | +8.5% |
| 1Y | +18.4% | +18.9% | -0.5% | +15.9% |
| 3Y | +76.4% | +74.7% | +1.8% | +66.1% |
| 5Y | +73.7% | +231.2% | -157.5% | +53.2% |
| 10Y | +302.5% | +544.5% | -242.0% | +230.6% |
| All | +948.7% | +25,566.1% | -24,617.4% | +513.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 all: compounded portfolio wealth divided by compounded LNG 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…
all analysis · Full analysis span regression · 6 months rolling