+308.4%
LAR price history and return analytics
+217.6%
+90.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -7.0% | -6.5% |
| 7D | +2.5% | -0.1% | +2.6% | +2.7% |
| 30D | -22.0% | -3.1% | -19.0% | -16.9% |
| 3M | -42.1% | -3.5% | -38.6% | -37.6% |
| 6M | -64.8% | +0.5% | -65.3% | -64.2% |
| YTD | -26.3% | +10.8% | -37.1% | -36.1% |
| 1Y | -3.3% | +11.9% | -15.2% | -17.8% |
| 3Y | -28.5% | +73.0% | -101.5% | -71.7% |
| 5Y | -69.1% | +58.6% | -127.7% | -84.3% |
| 10Y | +308.4% | +219.2% | +89.2% | -14.1% |
| All | +308.4% | +217.6% | +90.7% | -14.1% |
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