-85.3%
LPA price history and return analytics
+46.9%
-132.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +2.2% | +2.4% | -0.2% | +0.7% |
| 30D | -14.5% | -1.5% | -13.0% | -13.5% |
| 3M | -28.5% | -4.1% | -24.4% | -26.4% |
| 6M | -30.0% | +0.6% | -30.5% | -29.7% |
| YTD | -13.6% | +11.0% | -24.6% | -17.3% |
| 1Y | -26.3% | +13.3% | -39.6% | -30.1% |
| All | -85.3% | +46.9% | -132.2% | -74.8% |
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