+280.9%
LAR price history and return analytics
+221.8%
+59.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -0.8% |
| 7D | -13.4% | +2.4% | -15.8% | -17.1% |
| 30D | -22.4% | -1.5% | -20.9% | -19.9% |
| 3M | -45.5% | -4.1% | -41.4% | -40.6% |
| 6M | -66.0% | +0.6% | -66.5% | -65.4% |
| YTD | -34.1% | +11.0% | -45.1% | -43.1% |
| 1Y | -15.4% | +13.3% | -28.7% | -29.7% |
| 3Y | -35.0% | +73.4% | -108.4% | -74.4% |
| 5Y | -73.4% | +57.4% | -130.9% | -86.4% |
| All | +280.9% | +221.8% | +59.1% | -21.2% |
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