+169.7%
LRCU price history and return analytics
+18.8%
+150.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.3% | -6.0% | -4.4% |
| 7D | +25.6% | +2.4% | +23.3% | +10.3% |
| 30D | -43.8% | -1.5% | -42.3% | -31.3% |
| 3M | -62.2% | -4.1% | -58.1% | -44.5% |
| 6M | -59.4% | +0.6% | -59.9% | -48.6% |
| YTD | +2.7% | +11.0% | -8.3% | -16.4% |
| 1Y | +24.0% | +13.3% | +10.6% | -9.0% |
| All | +169.7% | +18.8% | +150.9% | +59.4% |
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 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