+6.9%
LOGI price history and return analytics
+66.2%
-59.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +4.2% | +0.4% | +3.7% | +3.6% |
| 30D | -3.5% | +1.0% | -4.4% | -4.6% |
| 3M | -14.0% | +2.4% | -16.4% | -16.5% |
| 6M | +10.9% | +12.0% | -1.1% | -4.2% |
| YTD | +1.8% | +15.3% | -13.5% | -15.3% |
| 1Y | -2.8% | +22.6% | -25.4% | -25.1% |
| 3Y | +53.8% | +74.7% | -20.9% | -24.2% |
| All | +6.9% | +66.2% | -59.3% | -45.8% |
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