+369.3%
LGLV price history and return analytics
+309.2%
+60.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +0.7% | +2.9% | -2.2% | -1.5% |
| 30D | +7.1% | -2.5% | +9.6% | +9.0% |
| 3M | +2.6% | -3.3% | +6.0% | +5.0% |
| 6M | +9.1% | +1.5% | +7.6% | +7.1% |
| YTD | +11.3% | +11.4% | -0.1% | +1.3% |
| 1Y | +11.7% | +11.9% | -0.3% | +1.2% |
| 3Y | +49.9% | +73.9% | -24.0% | -5.5% |
| 5Y | +47.1% | +57.9% | -10.8% | -0.4% |
| 10Y | +208.8% | +222.6% | -13.9% | +19.7% |
| All | +369.3% | +309.2% | +60.1% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling