-65.1%
LFT price history and return analytics
+23.3%
-88.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -2.6% | +0.4% | -3.0% | -3.0% |
| 30D | +10.9% | +1.0% | +9.9% | +10.0% |
| 3M | -29.1% | +2.4% | -31.5% | -30.9% |
| 6M | -43.4% | +12.0% | -55.4% | -49.0% |
| YTD | -45.0% | +15.3% | -60.3% | -52.5% |
| 1Y | -65.1% | +22.6% | -87.7% | -71.6% |
| All | -65.1% | +23.3% | -88.4% | -71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling