-98.0%
LGVN price history and return analytics
+65.7%
-163.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.9% | +9.5% | +9.3% |
| 7D | +7.6% | -1.1% | +8.7% | +9.3% |
| 30D | -1.9% | -1.0% | -0.9% | -0.8% |
| 3M | -4.9% | +3.2% | -8.1% | -8.8% |
| 6M | -9.8% | +12.5% | -22.3% | -22.6% |
| YTD | +44.9% | +14.1% | +30.8% | +22.0% |
| 1Y | -7.8% | +18.9% | -26.7% | -26.4% |
| 3Y | -97.0% | +74.1% | -171.1% | -98.5% |
| All | -98.0% | +65.7% | -163.7% | -99.1% |
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