+26.6%
LCUT price history and return analytics
+345.0%
-318.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.5% | -9.0% |
| 7D | -6.9% | -4.2% | -2.7% | -3.0% |
| 30D | -14.7% | -5.8% | -8.9% | -9.7% |
| 3M | -7.2% | -5.2% | -2.0% | -2.2% |
| 6M | +21.7% | +0.1% | +21.6% | +21.4% |
| YTD | +102.6% | +8.2% | +94.3% | +88.5% |
| 1Y | +159.8% | +10.1% | +149.7% | +137.8% |
| 3Y | +54.5% | +69.7% | -15.1% | -2.1% |
| 5Y | -53.5% | +53.4% | -106.9% | -67.9% |
| 10Y | -31.4% | +219.2% | -250.6% | -72.9% |
| All | +26.6% | +345.0% | -318.4% | -61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling