+67.1%
LFST price history and return analytics
+75.0%
-7.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.4% | +0.4% | +3.0% | +2.9% |
| 30D | +22.8% | +1.0% | +21.8% | +21.6% |
| 3M | +66.6% | +2.4% | +64.2% | +62.5% |
| 6M | +73.7% | +12.0% | +61.7% | +53.9% |
| YTD | +80.8% | +15.3% | +65.5% | +55.3% |
| 1Y | +132.7% | +22.6% | +110.1% | +86.9% |
| All | +67.1% | +75.0% | -7.9% | -26.1% |
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 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