+265.0%
LFUS price history and return analytics
+226.9%
+38.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -0.9% |
| 7D | -0.2% | -2.0% | +1.8% | +2.6% |
| 30D | -8.7% | -1.4% | -7.3% | -6.9% |
| 3M | -5.7% | +4.7% | -10.5% | -11.2% |
| 6M | +28.1% | +11.4% | +16.8% | +11.4% |
| YTD | +64.4% | +13.1% | +51.4% | +40.4% |
| 1Y | +58.0% | +19.0% | +39.0% | +26.2% |
| 3Y | +68.8% | +73.9% | -5.1% | -16.5% |
| 5Y | +59.3% | +65.4% | -6.1% | -14.8% |
| All | +265.0% | +226.9% | +38.1% | -13.1% |
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