+72.6%
LFUS price history and return analytics
+13.3%
+59.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.5% |
| 7D | +7.7% | -1.6% | +9.4% | +10.9% |
| 30D | -9.6% | -2.5% | -7.1% | -5.1% |
| 3M | -7.1% | -1.3% | -5.8% | -4.3% |
| 6M | +1.7% | +3.1% | -1.3% | -1.9% |
| YTD | +64.1% | +10.9% | +53.2% | +39.2% |
| All | +72.6% | +13.3% | +59.3% | +41.8% |
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