+38.6%
LRGE price history and return analytics
+57.4%
-18.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.7% |
| 7D | -1.0% | +0.4% | -1.4% | -1.4% |
| 30D | -9.4% | -2.6% | -6.8% | -6.4% |
| 3M | -5.1% | -3.2% | -1.9% | -1.2% |
| 6M | -2.1% | +0.9% | -3.1% | -3.0% |
| YTD | +1.7% | +11.3% | -9.7% | -10.4% |
| 1Y | +0.9% | +14.0% | -13.2% | -13.6% |
| 3Y | +55.6% | +75.8% | -20.2% | -21.2% |
| 5Y | +38.6% | +57.8% | -19.2% | -18.4% |
| All | +38.6% | +57.4% | -18.7% | -18.4% |
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 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