-7.2%
LAKE price history and return analytics
+371.8%
-379.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.6% |
| 7D | -2.0% | +1.0% | -3.0% | -2.2% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | +22.3% | +4.5% | +17.8% | +20.7% |
| 6M | +33.8% | +14.1% | +19.8% | +29.4% |
| YTD | +30.2% | +14.8% | +15.4% | +25.7% |
| 1Y | -23.1% | +21.2% | -44.3% | -26.8% |
| 3Y | -22.8% | +76.6% | -99.3% | -31.8% |
| 5Y | -49.6% | +66.6% | -116.2% | -55.3% |
| 10Y | +24.1% | +222.3% | -198.2% | -3.5% |
| All | -7.2% | +371.8% | -379.0% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling