-16.4%
LFST price history and return analytics
+66.2%
-82.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.4% | +0.4% | +3.0% | +2.7% |
| 30D | +22.8% | +1.0% | +21.8% | +21.0% |
| 3M | +66.6% | +2.4% | +64.2% | +60.0% |
| 6M | +73.7% | +12.0% | +61.7% | +44.6% |
| YTD | +80.8% | +15.3% | +65.5% | +43.6% |
| 1Y | +132.7% | +22.6% | +110.1% | +67.3% |
| 3Y | +61.1% | +74.7% | -13.5% | -39.1% |
| All | -16.4% | +66.2% | -82.6% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling