-70.4%
LAC price history and return analytics
+82.5%
-152.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +1.1% |
| 7D | +1.0% | +1.0% | 0.0% | -1.2% |
| 30D | -7.1% | -0.2% | -6.9% | -6.4% |
| 3M | -34.2% | +4.5% | -38.8% | -39.5% |
| 6M | -34.1% | +14.1% | -48.1% | -48.0% |
| YTD | -31.2% | +14.8% | -46.0% | -45.8% |
| 1Y | +1.0% | +21.2% | -20.2% | -28.3% |
| All | -70.4% | +82.5% | -152.9% | -93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling