+184.6%
LFUS price history and return analytics
+222.7%
-38.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.6% |
| 7D | +13.8% | +2.9% | +11.0% | +9.6% |
| 30D | -4.4% | -2.5% | -1.9% | -0.4% |
| 3M | -13.4% | -3.3% | -10.1% | -8.6% |
| 6M | -12.8% | +1.5% | -14.3% | -13.4% |
| YTD | +57.7% | +11.4% | +46.4% | +38.5% |
| 1Y | +62.5% | +11.9% | +50.6% | +42.0% |
| 3Y | +80.1% | +73.9% | +6.2% | -10.2% |
| 5Y | +26.3% | +57.9% | -31.6% | -27.6% |
| All | +184.6% | +222.7% | -38.1% | -30.6% |
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 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