+103.0%
LEN price history and return analytics
+229.8%
-126.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.1% |
| 7D | -4.8% | -1.1% | -3.7% | -3.4% |
| 30D | -6.6% | -1.0% | -5.6% | -5.4% |
| 3M | -15.7% | +3.2% | -18.8% | -18.8% |
| 6M | -16.6% | +12.5% | -29.1% | -27.6% |
| YTD | -21.3% | +14.1% | -35.4% | -33.0% |
| 1Y | -42.0% | +18.9% | -60.9% | -53.2% |
| 3Y | -27.9% | +74.1% | -102.0% | -64.0% |
| 5Y | -10.7% | +66.9% | -77.6% | -52.3% |
| All | +103.0% | +229.8% | -126.7% | -49.8% |
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 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