-30.2%
LOMA price history and return analytics
+164.8%
-195.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -4.4% |
| 7D | -5.1% | -1.1% | -4.0% | -3.9% |
| 30D | +0.7% | -1.0% | +1.7% | +1.8% |
| 3M | -22.6% | +3.2% | -25.7% | -25.7% |
| 6M | -8.3% | +12.5% | -20.8% | -20.2% |
| YTD | -24.7% | +14.1% | -38.8% | -35.4% |
| 1Y | +23.4% | +18.9% | +4.5% | +1.5% |
| 3Y | +65.0% | +74.1% | -9.1% | -10.9% |
| 5Y | +96.0% | +66.9% | +29.1% | +10.5% |
| All | -30.2% | +164.8% | -195.0% | -78.9% |
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