+43.2%
LGLV price history and return analytics
+65.7%
-22.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.6% |
| 7D | -2.1% | -0.1% | -1.9% | -2.0% |
| 30D | -3.4% | -0.7% | -2.7% | -3.0% |
| 3M | +1.9% | +4.0% | -2.1% | -0.8% |
| 6M | -0.2% | +12.3% | -12.5% | -7.8% |
| YTD | +4.9% | +14.0% | -9.1% | -4.1% |
| 1Y | +5.0% | +20.3% | -15.3% | -7.5% |
| 3Y | +40.3% | +75.4% | -35.1% | -5.8% |
| 5Y | +43.2% | +66.0% | -22.8% | -1.6% |
| All | +43.2% | +65.7% | -22.5% | -1.6% |
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