+1,296.1%
LFUS price history and return analytics
+360.7%
+935.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +2.4% |
| 7D | +2.9% | -0.7% | +3.6% | +4.2% |
| 30D | -3.9% | -1.7% | -2.2% | -1.4% |
| 3M | -12.2% | -2.3% | -9.9% | -9.2% |
| 6M | -14.3% | +1.5% | -15.8% | -14.7% |
| YTD | +58.2% | +12.0% | +46.1% | +41.3% |
| 1Y | +65.8% | +12.9% | +52.9% | +47.1% |
| 3Y | +80.6% | +74.9% | +5.6% | +0.7% |
| 5Y | +28.6% | +59.9% | -31.4% | -19.7% |
| 10Y | +192.7% | +224.6% | -31.9% | -9.0% |
| All | +1,296.1% | +360.7% | +935.4% | +224.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling