-56.1%
LIF price history and return analytics
+20.4%
-76.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.0% |
| 7D | -2.5% | -0.1% | -2.4% | -2.2% |
| 30D | -34.9% | -0.7% | -34.2% | -33.8% |
| 3M | -10.4% | +4.0% | -14.4% | -16.4% |
| 6M | -11.5% | +12.3% | -23.8% | -28.6% |
| YTD | -34.4% | +14.0% | -48.4% | -47.5% |
| 1Y | -56.1% | +20.3% | -76.4% | -67.8% |
| All | -56.1% | +20.4% | -76.6% | -67.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling