-27.9%
LOCO price history and return analytics
+221.3%
-249.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +0.9% | +2.4% | -1.5% | -1.0% |
| 30D | -4.6% | -1.5% | -3.1% | -3.5% |
| 3M | -2.8% | -4.1% | +1.3% | +0.5% |
| 6M | +14.2% | +0.6% | +13.7% | +12.9% |
| YTD | +43.5% | +11.0% | +32.5% | +29.9% |
| 1Y | +39.0% | +13.3% | +25.6% | +23.6% |
| 3Y | +80.6% | +73.4% | +7.2% | +11.0% |
| 5Y | +17.1% | +57.4% | -40.3% | -22.0% |
| 10Y | +42.1% | +221.7% | -179.6% | -51.5% |
| All | -27.9% | +221.3% | -249.2% | -77.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling