-67.0%
LFT price history and return analytics
+63.7%
-130.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.9% |
| 7D | -4.2% | -2.0% | -2.2% | -3.1% |
| 30D | -2.6% | -1.4% | -1.2% | -1.8% |
| 3M | -28.8% | +4.7% | -33.6% | -30.7% |
| 6M | -46.8% | +11.4% | -58.1% | -49.8% |
| YTD | -47.9% | +13.1% | -60.9% | -51.2% |
| 1Y | -66.9% | +19.0% | -85.9% | -69.8% |
| 3Y | -52.6% | +73.9% | -126.6% | -64.0% |
| 5Y | -67.0% | +65.4% | -132.4% | -75.2% |
| All | -67.0% | +63.7% | -130.7% | -75.2% |
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 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