-5.9%
LFCR price history and return analytics
+360.7%
-366.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -0.5% |
| 7D | -0.6% | -0.7% | +0.1% | -0.2% |
| 30D | -0.6% | -1.7% | +1.1% | +0.7% |
| 3M | +32.5% | -2.3% | +34.8% | +34.6% |
| 6M | +42.2% | +1.5% | +40.7% | +39.3% |
| YTD | -21.8% | +12.0% | -33.8% | -30.1% |
| 1Y | -17.3% | +12.9% | -30.2% | -26.7% |
| 3Y | -8.6% | +74.9% | -83.5% | -42.6% |
| 5Y | -32.7% | +59.9% | -92.6% | -54.1% |
| 10Y | -55.6% | +224.6% | -280.2% | -84.1% |
| All | -5.9% | +360.7% | -366.5% | -76.2% |
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 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