-27.8%
LOMA price history and return analytics
+162.5%
-190.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.7% |
| 7D | -0.5% | -2.0% | +1.5% | +1.9% |
| 30D | +1.7% | -1.4% | +3.1% | +3.3% |
| 3M | -11.2% | +4.7% | -15.9% | -16.1% |
| 6M | -4.2% | +11.4% | -15.5% | -15.6% |
| YTD | -22.1% | +13.1% | -35.1% | -32.5% |
| 1Y | +25.3% | +19.0% | +6.3% | +3.0% |
| 3Y | +71.0% | +73.9% | -2.9% | -7.5% |
| 5Y | +102.8% | +65.4% | +37.4% | +15.6% |
| All | -27.8% | +162.5% | -190.3% | -77.9% |
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 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