+80.4%
LFSC price history and return analytics
+36.2%
+44.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.5% |
| 7D | 0.0% | +2.4% | -2.4% | -2.6% |
| 30D | +10.2% | -1.5% | +11.7% | +12.3% |
| 3M | -4.1% | -4.1% | 0.0% | +0.7% |
| 6M | +16.0% | +0.6% | +15.4% | +15.2% |
| YTD | +22.6% | +11.0% | +11.6% | +8.4% |
| 1Y | +34.7% | +13.3% | +21.4% | +16.3% |
| All | +80.4% | +36.2% | +44.2% | +28.1% |
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