-10.4%
LAES price history and return analytics
+20.4%
-30.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.1% |
| 7D | +1.7% | -0.1% | +1.8% | +2.1% |
| 30D | -6.2% | -0.7% | -5.6% | -3.9% |
| 3M | -22.1% | +4.0% | -26.1% | -31.1% |
| 6M | -42.4% | +12.3% | -54.7% | -58.4% |
| YTD | -36.5% | +14.0% | -50.5% | -56.8% |
| 1Y | -10.4% | +20.3% | -30.7% | -51.2% |
| All | -10.4% | +20.4% | -30.9% | -51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling