+88.2%
LENS price history and return analytics
+35.3%
+52.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.6% |
| 7D | -1.2% | -1.1% | -0.1% | -0.3% |
| 30D | +4.4% | -1.0% | +5.4% | +5.2% |
| 3M | +12.8% | +3.2% | +9.6% | +10.1% |
| 6M | -1.1% | +12.5% | -13.6% | -9.0% |
| YTD | +20.5% | +14.1% | +6.4% | +10.4% |
| 1Y | +48.3% | +18.9% | +29.4% | +32.9% |
| All | +88.2% | +35.3% | +52.9% | +60.2% |
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