-89.3%
LOT price history and return analytics
+65.7%
-155.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -7.0% |
| 7D | -13.4% | -0.1% | -13.3% | -13.4% |
| 30D | +19.8% | -0.7% | +20.4% | +20.1% |
| 3M | -12.0% | +4.0% | -16.0% | -13.2% |
| 6M | -8.0% | +12.3% | -20.3% | -12.1% |
| YTD | -27.0% | +14.0% | -41.0% | -30.4% |
| 1Y | -49.0% | +20.3% | -69.3% | -52.2% |
| 3Y | -90.3% | +75.4% | -165.8% | -91.3% |
| 5Y | -89.3% | +66.0% | -155.3% | -90.4% |
| All | -89.3% | +65.7% | -155.0% | -90.4% |
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