-40.2%
LCUT price history and return analytics
+224.4%
-264.5%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.1% |
| 7D | -10.1% | -0.7% | -9.4% | -9.2% |
| 30D | -15.8% | -1.7% | -14.1% | -13.8% |
| 3M | -16.6% | -2.3% | -14.3% | -14.1% |
| 6M | +24.2% | +1.5% | +22.7% | +22.6% |
| YTD | +108.3% | +12.0% | +96.3% | +82.1% |
| 1Y | +156.3% | +12.9% | +143.5% | +121.8% |
| 3Y | +40.3% | +74.9% | -34.6% | -24.9% |
| 5Y | -51.1% | +59.9% | -111.0% | -71.2% |
| 10Y | -40.2% | +224.6% | -264.8% | -80.6% |
| All | -40.2% | +224.4% | -264.5% | -80.6% |
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