+528.1%
LRN price history and return analytics
+221.4%
+306.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | -5.9% | +1.0% | -6.9% | -6.3% |
| 30D | -0.4% | -0.2% | -0.2% | -0.3% |
| 3M | -15.1% | +4.5% | -19.6% | -17.1% |
| 6M | -5.4% | +14.1% | -19.4% | -11.4% |
| YTD | +26.5% | +14.8% | +11.8% | +18.1% |
| 1Y | -50.0% | +21.2% | -71.2% | -54.6% |
| 3Y | +86.2% | +76.6% | +9.7% | +42.1% |
| 5Y | +147.2% | +66.6% | +80.6% | +92.5% |
| 10Y | +528.1% | +222.3% | +305.8% | +226.2% |
| All | +528.1% | +221.4% | +306.6% | +226.2% |
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