-51.8%
LINE price history and return analytics
+44.0%
-95.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -11.6% | +2.9% | -14.5% | -13.9% |
| 30D | +1.3% | -2.5% | +3.8% | +3.5% |
| 3M | -14.5% | -3.3% | -11.2% | -11.9% |
| 6M | -7.7% | +1.5% | -9.2% | -9.8% |
| YTD | +4.3% | +11.4% | -7.1% | -7.1% |
| 1Y | +11.3% | +11.9% | -0.6% | -1.3% |
| All | -51.8% | +44.0% | -95.8% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling