-86.6%
LAES price history and return analytics
+78.2%
-164.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.6% | +7.2% | +3.5% |
| 7D | +6.6% | +0.4% | +6.3% | +6.9% |
| 30D | -31.3% | -2.6% | -28.7% | -25.5% |
| 3M | -43.6% | -3.2% | -40.3% | -37.6% |
| 6M | -50.3% | +0.9% | -51.3% | -49.6% |
| YTD | -61.6% | +11.3% | -72.9% | -68.3% |
| 1Y | -76.5% | +14.0% | -90.5% | -81.4% |
| 3Y | +12.4% | +75.8% | -63.4% | -39.4% |
| All | -86.6% | +78.2% | -164.8% | -90.0% |
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 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