-51.2%
LINE price history and return analytics
+44.8%
-96.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +0.4% |
| 7D | -8.3% | -0.7% | -7.6% | -7.9% |
| 30D | +2.9% | -1.7% | +4.6% | +4.4% |
| 3M | -14.0% | -2.3% | -11.7% | -12.3% |
| 6M | -7.5% | +1.5% | -9.0% | -9.5% |
| YTD | +5.7% | +12.0% | -6.3% | -6.3% |
| 1Y | +8.7% | +12.9% | -4.2% | -4.4% |
| All | -51.2% | +44.8% | -96.0% | -66.7% |
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 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