+53.2%
LOAR price history and return analytics
+53.4%
-0.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -0.7% | +2.4% | -3.1% | -3.8% |
| 30D | +21.8% | -1.5% | +23.3% | +23.7% |
| 3M | +1.1% | -4.1% | +5.2% | +6.8% |
| 6M | +21.9% | +0.6% | +21.3% | +20.3% |
| YTD | +10.0% | +11.0% | -1.1% | -5.3% |
| 1Y | +9.1% | +13.3% | -4.2% | -8.6% |
| All | +53.2% | +53.4% | -0.2% | -8.7% |
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