-54.6%
LFT price history and return analytics
+229.8%
-284.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.0% |
| 7D | -7.5% | -1.1% | -6.4% | -6.9% |
| 30D | -4.9% | -1.0% | -3.9% | -4.2% |
| 3M | -35.1% | +3.2% | -38.3% | -36.5% |
| 6M | -47.7% | +12.5% | -60.2% | -51.4% |
| YTD | -49.2% | +14.1% | -63.3% | -53.1% |
| 1Y | -67.9% | +18.9% | -86.8% | -71.1% |
| 3Y | -53.6% | +74.1% | -127.7% | -67.0% |
| 5Y | -69.2% | +66.9% | -136.0% | -77.8% |
| All | -54.6% | +229.8% | -284.4% | -80.0% |
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