+93.3%
LOMA price history and return analytics
+65.7%
+27.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.7% |
| 3M | -22.6% | +3.2% | -25.7% | -25.6% |
| 6M | -8.3% | +12.5% | -20.8% | -19.8% |
| YTD | -24.7% | +14.1% | -38.8% | -35.0% |
| 1Y | +23.4% | +18.9% | +4.5% | +2.5% |
| 3Y | +65.0% | +74.1% | -9.1% | -4.3% |
| All | +93.3% | +65.7% | +27.6% | +13.6% |
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 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