+44.8%
LCUT price history and return analytics
+363.9%
-319.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.2% |
| 7D | +8.4% | -0.3% | +8.7% | +8.7% |
| 30D | -1.4% | -1.4% | +0.1% | 0.0% |
| 3M | +3.4% | -1.4% | +4.8% | +4.8% |
| 6M | +51.0% | +5.5% | +45.5% | +43.4% |
| YTD | +131.8% | +12.8% | +118.9% | +107.1% |
| 1Y | +207.2% | +15.4% | +191.8% | +168.8% |
| 3Y | +76.8% | +76.9% | -0.1% | +7.5% |
| 5Y | -46.5% | +60.4% | -106.9% | -64.6% |
| 10Y | -21.5% | +232.8% | -254.3% | -70.2% |
| All | +44.8% | +363.9% | -319.0% | -57.8% |
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