-20.0%
LAR price history and return analytics
+66.2%
-86.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.2% |
| 7D | +1.1% | +1.0% | 0.0% | -1.2% |
| 30D | -3.5% | -0.2% | -3.2% | -2.6% |
| 3M | -22.4% | +4.5% | -26.9% | -28.4% |
| 6M | +0.8% | +14.1% | -13.3% | -21.8% |
| YTD | +20.1% | +14.8% | +5.3% | -6.6% |
| 1Y | +103.0% | +21.2% | +81.8% | +41.4% |
| 3Y | -6.6% | +76.6% | -83.2% | -71.0% |
| 5Y | -20.0% | +66.6% | -86.6% | -65.8% |
| All | -20.0% | +66.2% | -86.2% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling