-97.3%
LOT price history and return analytics
+72.4%
-169.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.0% |
| 7D | -21.3% | -0.7% | -20.6% | -21.1% |
| 30D | -58.4% | -1.7% | -56.7% | -58.1% |
| 3M | -70.1% | -2.3% | -67.8% | -69.8% |
| 6M | -77.1% | +1.5% | -78.6% | -77.1% |
| YTD | -81.1% | +12.0% | -93.2% | -81.8% |
| 1Y | -82.3% | +12.9% | -95.1% | -83.0% |
| 3Y | -97.5% | +74.9% | -172.5% | -97.7% |
| 5Y | -97.3% | +59.9% | -157.2% | -97.5% |
| All | -97.3% | +72.4% | -169.7% | -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