+61.0%
LOAR price history and return analytics
+53.8%
+7.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +0.7% |
| 7D | +15.7% | +0.4% | +15.3% | +14.4% |
| 30D | +26.6% | -2.6% | +29.2% | +30.7% |
| 3M | +10.9% | -3.2% | +14.1% | +15.6% |
| 6M | +31.4% | +0.9% | +30.4% | +29.0% |
| YTD | +15.5% | +11.3% | +4.2% | -0.8% |
| 1Y | +5.4% | +14.0% | -8.6% | -12.4% |
| All | +61.0% | +53.8% | +7.2% | -4.4% |
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