-18.3%
LCUT price history and return analytics
+224.5%
-242.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -3.8% | +0.4% | -4.2% | -4.3% |
| 30D | +5.3% | +1.0% | +4.4% | +4.1% |
| 3M | -4.8% | +2.4% | -7.2% | -7.4% |
| 6M | +180.4% | +12.0% | +168.4% | +144.3% |
| YTD | +130.1% | +15.3% | +114.7% | +94.0% |
| 1Y | +114.5% | +22.6% | +92.0% | +68.9% |
| 3Y | +52.4% | +74.7% | -22.3% | -18.6% |
| 5Y | -42.0% | +66.1% | -108.2% | -67.3% |
| All | -18.3% | +224.5% | -242.8% | -76.5% |
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