-39.5%
LFS price history and return analytics
+10.5%
-50.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | -9.6% | -2.3% | -7.3% | -7.9% |
| 30D | -22.2% | -5.0% | -17.2% | -19.1% |
| 3M | -23.3% | -4.9% | -18.4% | -20.2% |
| 6M | -17.2% | -1.5% | -15.6% | -15.5% |
| YTD | -32.1% | +8.5% | -40.6% | -26.9% |
| 1Y | -5.5% | +11.4% | -16.9% | +36.6% |
| All | -39.5% | +10.5% | -50.0% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling