+461.7%
LOGI price history and return analytics
+224.5%
+237.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +4.2% | +0.4% | +3.7% | +3.7% |
| 30D | -3.5% | +1.0% | -4.4% | -4.4% |
| 3M | -14.0% | +2.4% | -16.4% | -16.0% |
| 6M | +10.9% | +12.0% | -1.1% | -1.7% |
| YTD | +1.8% | +15.3% | -13.5% | -12.6% |
| 1Y | -2.8% | +22.6% | -25.4% | -21.6% |
| 3Y | +53.8% | +74.7% | -20.9% | -13.3% |
| 5Y | +7.3% | +66.1% | -58.9% | -36.1% |
| All | +461.7% | +224.5% | +237.3% | +81.6% |
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 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