-53.5%
LCUT price history and return analytics
+53.2%
-106.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.5% | -8.5% |
| 7D | -6.9% | -4.2% | -2.7% | -2.4% |
| 30D | -14.7% | -5.8% | -8.9% | -9.0% |
| 3M | -7.2% | -5.2% | -2.0% | -1.6% |
| 6M | +21.7% | +0.1% | +21.6% | +21.4% |
| YTD | +102.6% | +8.2% | +94.3% | +86.0% |
| 1Y | +159.8% | +10.1% | +149.7% | +134.0% |
| 3Y | +54.5% | +69.7% | -15.1% | -7.8% |
| 5Y | -53.5% | +53.4% | -106.9% | -69.6% |
| All | -53.5% | +53.2% | -106.7% | -69.6% |
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 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