+47.7%
VXUS vs LNT
+55.0%
-7.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.5% | +1.6% | -1.1% | +0.2% |
| 30D | -2.5% | +12.1% | -14.6% | -4.8% |
| 3M | -4.6% | +8.2% | -12.8% | -6.2% |
| 6M | -2.6% | +3.6% | -6.3% | -3.6% |
| YTD | +10.4% | +16.2% | -5.8% | +6.2% |
| 1Y | +12.9% | +12.8% | +0.1% | +9.4% |
| 3Y | +68.4% | +66.5% | +1.9% | +47.4% |
| 5Y | +47.7% | +53.8% | -6.1% | +31.8% |
| All | +47.7% | +55.0% | -7.3% | +31.8% |
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