-60.9%
LFCR price history and return analytics
+65.7%
-126.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.4% |
| 7D | -13.7% | -0.1% | -13.6% | -13.6% |
| 30D | -12.2% | -0.7% | -11.6% | -11.6% |
| 3M | -27.7% | +4.0% | -31.7% | -31.3% |
| 6M | -41.4% | +12.3% | -53.7% | -49.5% |
| YTD | -50.0% | +14.0% | -64.0% | -57.8% |
| 1Y | -43.7% | +20.3% | -64.0% | -55.5% |
| 3Y | -45.4% | +75.4% | -120.8% | -70.3% |
| 5Y | -60.9% | +66.0% | -126.8% | -78.9% |
| All | -60.9% | +65.7% | -126.5% | -78.9% |
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