-5.6%
LFCR price history and return analytics
+356.5%
-362.1%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +0.9% | +2.4% | -1.4% | -1.2% |
| 30D | 0.0% | -1.5% | +1.5% | +1.1% |
| 3M | +35.7% | -4.1% | +39.8% | +40.2% |
| 6M | +42.7% | +0.6% | +42.1% | +40.9% |
| YTD | -21.5% | +11.0% | -32.6% | -29.4% |
| 1Y | -18.6% | +13.3% | -32.0% | -28.2% |
| 3Y | -10.1% | +73.4% | -83.5% | -43.1% |
| 5Y | -32.5% | +57.4% | -89.9% | -53.3% |
| 10Y | -55.4% | +221.7% | -277.1% | -83.9% |
| All | -5.6% | +356.5% | -362.1% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling