-52.0%
LAKE price history and return analytics
+65.7%
-117.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +3.9% |
| 7D | -15.6% | -1.1% | -14.5% | -14.8% |
| 30D | -16.3% | -1.0% | -15.3% | -15.5% |
| 3M | -6.9% | +3.2% | -10.1% | -9.2% |
| 6M | +15.2% | +12.5% | +2.7% | +5.0% |
| YTD | +14.0% | +14.1% | 0.0% | +3.0% |
| 1Y | -29.1% | +18.9% | -48.0% | -38.2% |
| 3Y | -32.9% | +74.1% | -107.0% | -53.2% |
| All | -52.0% | +65.7% | -117.7% | -67.8% |
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