-77.4%
LAES price history and return analytics
+83.7%
-161.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +2.4% |
| 7D | +2.5% | +1.0% | +1.5% | 0.0% |
| 30D | -4.7% | -0.2% | -4.4% | -3.8% |
| 3M | -23.9% | +4.5% | -28.5% | -31.4% |
| 6M | -38.6% | +14.1% | -52.7% | -53.8% |
| YTD | -35.2% | +14.8% | -49.9% | -51.2% |
| 1Y | -3.2% | +21.2% | -24.4% | -33.7% |
| 3Y | -48.7% | +76.6% | -125.3% | -75.6% |
| All | -77.4% | +83.7% | -161.2% | -84.5% |
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