-25.0%
LI price history and return analytics
+124.0%
-149.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -5.0% |
| 7D | +10.4% | +0.4% | +10.0% | +9.2% |
| 30D | +6.9% | -2.6% | +9.5% | +10.3% |
| 3M | -4.7% | -3.2% | -1.5% | -1.1% |
| 6M | -31.4% | +0.9% | -32.4% | -33.5% |
| YTD | -27.1% | +11.3% | -38.4% | -39.0% |
| 1Y | -38.3% | +14.0% | -52.3% | -50.1% |
| 3Y | -67.2% | +75.8% | -143.1% | -86.7% |
| 5Y | -58.8% | +57.8% | -116.7% | -78.6% |
| All | -25.0% | +124.0% | -149.1% | -86.9% |
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