-63.1%
LE price history and return analytics
+57.4%
-120.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +0.7% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | -6.9% | -2.6% | -4.3% | -2.6% |
| 3M | -25.5% | -3.2% | -22.2% | -21.3% |
| 6M | -15.2% | +0.9% | -16.1% | -17.0% |
| YTD | -32.6% | +11.3% | -44.0% | -43.9% |
| 1Y | -39.4% | +14.0% | -53.4% | -51.4% |
| 3Y | +50.5% | +75.8% | -25.4% | -39.9% |
| 5Y | -63.1% | +57.8% | -121.0% | -83.5% |
| All | -63.1% | +57.4% | -120.5% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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