-4.5%
LEN price history and return analytics
+57.4%
-61.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.1% |
| 30D | +19.4% | -2.6% | +22.0% | +22.7% |
| 3M | +4.5% | -3.2% | +7.8% | +8.2% |
| 6M | +4.9% | +0.9% | +4.0% | +3.4% |
| YTD | -8.9% | +11.3% | -20.2% | -19.9% |
| 1Y | -23.0% | +14.0% | -37.0% | -34.0% |
| 3Y | -16.7% | +75.8% | -92.6% | -58.9% |
| 5Y | -4.5% | +57.8% | -62.3% | -44.8% |
| All | -4.5% | +57.4% | -61.8% | -44.8% |
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 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