+379.8%
LAR price history and return analytics
+222.7%
+157.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +2.1% |
| 7D | -1.5% | -0.1% | -1.3% | -1.3% |
| 30D | -4.8% | -0.7% | -4.1% | -3.3% |
| 3M | -20.8% | +4.0% | -24.7% | -25.2% |
| 6M | -1.6% | +12.3% | -13.9% | -18.1% |
| YTD | +21.1% | +14.0% | +7.1% | -0.7% |
| 1Y | +120.2% | +20.3% | +99.9% | +64.8% |
| 3Y | -5.8% | +75.4% | -81.2% | -63.3% |
| 5Y | -19.7% | +66.0% | -85.6% | -62.1% |
| 10Y | +379.8% | +228.2% | +151.6% | +28.7% |
| All | +379.8% | +222.7% | +157.1% | +28.7% |
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