-40.2%
LCUT price history and return analytics
+220.7%
-260.9%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +7.2% |
| 7D | -6.0% | -0.1% | -5.9% | -5.5% |
| 30D | -15.7% | -3.1% | -12.7% | -12.5% |
| 3M | -13.5% | -3.5% | -10.0% | -9.7% |
| 6M | +36.4% | +0.5% | +36.0% | +36.3% |
| YTD | +108.1% | +10.8% | +97.3% | +84.2% |
| 1Y | +155.2% | +11.9% | +143.3% | +123.0% |
| 3Y | +40.2% | +73.0% | -32.8% | -24.1% |
| 5Y | -51.1% | +58.6% | -109.7% | -70.9% |
| All | -40.2% | +220.7% | -260.9% | -80.4% |
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