+482.9%
LRN price history and return analytics
+217.6%
+265.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.7% |
| 7D | +2.4% | -0.1% | +2.5% | +2.5% |
| 30D | -10.2% | -3.1% | -7.2% | -9.0% |
| 3M | -4.3% | -3.5% | -0.8% | -2.8% |
| 6M | -12.6% | +0.5% | -13.1% | -13.3% |
| YTD | +18.3% | +10.8% | +7.5% | +12.3% |
| 1Y | +17.8% | +11.9% | +5.9% | +11.3% |
| 3Y | +37.2% | +73.0% | -35.8% | +6.2% |
| 5Y | +114.9% | +58.6% | +56.3% | +71.4% |
| 10Y | +482.9% | +219.2% | +263.7% | +222.6% |
| All | +482.9% | +217.6% | +265.2% | +222.6% |
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