-95.9%
LONA price history and return analytics
+119.7%
-215.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -0.6% | -11.6% | -11.4% |
| 7D | -8.2% | -0.1% | -8.1% | -8.0% |
| 30D | -6.1% | -0.7% | -5.5% | -5.3% |
| 3M | -16.8% | +4.0% | -20.8% | -21.1% |
| 6M | +14.1% | +12.3% | +1.8% | -4.0% |
| YTD | -7.0% | +14.0% | -21.0% | -23.8% |
| 1Y | +83.3% | +20.3% | +63.0% | +39.8% |
| 3Y | -65.1% | +75.4% | -140.6% | -84.0% |
| 5Y | -93.7% | +66.0% | -159.6% | -96.8% |
| All | -95.9% | +119.7% | -215.6% | -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 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