+499.6%
LRCU price history and return analytics
+22.0%
+477.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.4% | +0.1% |
| 7D | +18.5% | -0.1% | +18.6% | +19.1% |
| 30D | +2.5% | -0.7% | +3.2% | +7.4% |
| 3M | -23.0% | +4.0% | -27.0% | -31.9% |
| 6M | +63.9% | +12.3% | +51.6% | +4.4% |
| YTD | +128.3% | +14.0% | +114.3% | +40.1% |
| 1Y | +448.0% | +20.3% | +427.7% | +166.9% |
| All | +499.6% | +22.0% | +477.6% | +167.0% |
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