+35.4%
LALT price history and return analytics
+79.5%
-44.1%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | +0.7% | -2.0% | +2.6% | +1.1% |
| 30D | +1.9% | -1.4% | +3.4% | +2.2% |
| 3M | +2.3% | +4.7% | -2.4% | +1.3% |
| 6M | +2.1% | +11.4% | -9.2% | -0.2% |
| YTD | +11.3% | +13.1% | -1.7% | +8.4% |
| 1Y | +15.1% | +19.0% | -3.9% | +10.8% |
| 3Y | +32.5% | +73.9% | -41.4% | +18.9% |
| All | +35.4% | +79.5% | -44.1% | +21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling