-35.1%
LFST price history and return analytics
+69.2%
-104.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +3.8% |
| 7D | +6.1% | -0.3% | +6.4% | +6.7% |
| 30D | +16.3% | -1.4% | +17.7% | +18.7% |
| 3M | +38.5% | -1.4% | +39.9% | +41.1% |
| 6M | +95.5% | +5.5% | +90.0% | +78.1% |
| YTD | +101.8% | +12.8% | +89.0% | +65.5% |
| 1Y | +185.3% | +15.4% | +169.9% | +124.8% |
| 3Y | +132.6% | +76.9% | +55.7% | -14.7% |
| 5Y | +8.5% | +60.4% | -51.9% | -48.9% |
| All | -35.1% | +69.2% | -104.3% | -71.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling