-85.3%
LAC price history and return analytics
+76.6%
-161.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.3% | -8.0% |
| 7D | -22.8% | +2.4% | -25.2% | -26.6% |
| 30D | -28.0% | -1.5% | -26.5% | -25.7% |
| 3M | -56.6% | -4.1% | -52.4% | -52.4% |
| 6M | -72.8% | +0.6% | -73.4% | -72.6% |
| YTD | -65.8% | +11.0% | -76.9% | -71.1% |
| 1Y | -67.6% | +13.3% | -81.0% | -73.6% |
| 3Y | -79.2% | +73.4% | -152.6% | -94.4% |
| All | -85.3% | +76.6% | -161.9% | -96.3% |
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