-96.0%
LONA price history and return analytics
+119.7%
-215.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | -8.5% | -1.1% | -7.4% | -7.0% |
| 30D | -12.1% | -1.0% | -11.1% | -10.9% |
| 3M | -18.5% | +3.2% | -21.6% | -21.8% |
| 6M | +0.1% | +12.5% | -12.3% | -15.9% |
| YTD | -8.6% | +14.1% | -22.6% | -25.2% |
| 1Y | +81.2% | +18.9% | +62.2% | +40.4% |
| 3Y | -67.5% | +74.1% | -141.6% | -84.9% |
| 5Y | -93.7% | +66.9% | -160.6% | -96.9% |
| All | -96.0% | +119.7% | -215.7% | -98.5% |
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