+84.9%
VUG vs LNG
+73.1%
+11.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -6.7% | +6.8% | +0.6% |
| 30D | -1.7% | +3.9% | -5.5% | -2.0% |
| 3M | +2.8% | +15.5% | -12.7% | +1.4% |
| 6M | +13.6% | +10.5% | +3.1% | +11.6% |
| YTD | +8.1% | +43.0% | -34.9% | +0.8% |
| 1Y | +13.1% | +18.9% | -5.8% | +9.5% |
| All | +84.9% | +73.1% | +11.9% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling