+11.4%
LIEN price history and return analytics
+70.3%
-58.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.1% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | +4.0% | -1.4% | +5.5% | +4.3% |
| 3M | +6.4% | +4.7% | +1.6% | +5.3% |
| 6M | +9.1% | +11.4% | -2.3% | +6.7% |
| YTD | +5.6% | +13.1% | -7.4% | +2.9% |
| 1Y | +9.9% | +19.0% | -9.1% | +5.8% |
| 3Y | +51.1% | +73.9% | -22.9% | +32.2% |
| All | +11.4% | +70.3% | -58.9% | -0.7% |
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