+45.5%
LOCO price history and return analytics
+19.6%
+25.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -1.2% | -1.1% | -0.1% | -0.8% |
| 30D | -0.1% | -1.0% | +0.9% | +0.3% |
| 3M | -3.4% | +3.2% | -6.6% | -4.9% |
| 6M | +36.4% | +12.5% | +23.9% | +27.6% |
| YTD | +45.1% | +14.1% | +31.1% | +33.5% |
| 1Y | +45.5% | +18.9% | +26.6% | +28.6% |
| All | +45.5% | +19.6% | +25.9% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling