+62.7%
LIF price history and return analytics
+44.0%
+18.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +1.1% |
| 7D | -7.3% | +2.4% | -9.6% | -11.5% |
| 30D | +5.7% | -1.5% | +7.2% | +8.3% |
| 3M | -12.6% | -4.1% | -8.5% | -5.4% |
| 6M | +9.4% | +0.6% | +8.8% | +8.6% |
| YTD | -31.5% | +11.0% | -42.5% | -43.3% |
| 1Y | -40.0% | +13.3% | -53.3% | -52.1% |
| All | +62.7% | +44.0% | +18.7% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling