+87.6%
LFSC price history and return analytics
+35.9%
+51.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | +5.7% | -0.1% | +5.8% | +6.0% |
| 30D | +9.6% | -3.1% | +12.7% | +13.7% |
| 3M | -1.5% | -3.5% | +2.0% | +2.7% |
| 6M | +21.7% | +0.5% | +21.3% | +21.0% |
| YTD | +27.5% | +10.8% | +16.8% | +13.1% |
| 1Y | +38.8% | +11.9% | +26.9% | +21.7% |
| All | +87.6% | +35.9% | +51.7% | +33.6% |
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