-99.1%
LGVN price history and return analytics
+82.1%
-181.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.3% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | -10.6% | -0.7% | -9.9% | -10.0% |
| 3M | -14.9% | +4.0% | -18.9% | -19.2% |
| 6M | +24.2% | +12.3% | +11.9% | +7.1% |
| YTD | +30.0% | +14.0% | +16.0% | +9.9% |
| 1Y | -19.8% | +20.3% | -40.1% | -36.6% |
| 3Y | -97.3% | +75.4% | -172.7% | -98.6% |
| 5Y | -98.3% | +66.0% | -164.3% | -99.2% |
| All | -99.1% | +82.1% | -181.2% | -99.6% |
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 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