-45.0%
LE price history and return analytics
+217.6%
-262.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.1% |
| 7D | -0.5% | -0.1% | -0.4% | 0.0% |
| 30D | -9.6% | -3.1% | -6.6% | -4.4% |
| 3M | -27.4% | -3.5% | -23.9% | -22.7% |
| 6M | -17.7% | +0.5% | -18.2% | -19.0% |
| YTD | -34.6% | +10.8% | -45.4% | -45.8% |
| 1Y | -42.1% | +11.9% | -54.0% | -52.7% |
| 3Y | +43.4% | +73.0% | -29.6% | -44.6% |
| 5Y | -65.2% | +58.6% | -123.8% | -83.6% |
| 10Y | -45.0% | +219.2% | -264.2% | -89.3% |
| All | -45.0% | +217.6% | -262.6% | -89.3% |
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