-97.3%
LOT price history and return analytics
+71.2%
-168.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | +2.6% | -21.1% | -19.6% |
| 7D | -33.8% | +0.4% | -34.1% | -33.8% |
| 30D | -61.4% | -2.6% | -58.8% | -60.9% |
| 3M | -72.1% | -3.2% | -68.9% | -71.7% |
| 6M | -77.9% | +0.9% | -78.9% | -77.9% |
| YTD | -81.2% | +11.3% | -92.5% | -81.9% |
| 1Y | -83.6% | +14.0% | -97.6% | -84.3% |
| 3Y | -97.5% | +75.8% | -173.4% | -97.7% |
| 5Y | -97.3% | +57.8% | -155.1% | -97.5% |
| All | -97.3% | +71.2% | -168.5% | -97.5% |
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