+112.3%
LRN price history and return analytics
+57.4%
+55.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -11.5% | -2.6% | -8.9% | -10.4% |
| 3M | -8.2% | -3.2% | -5.0% | -6.8% |
| 6M | -13.9% | +0.9% | -14.8% | -14.8% |
| YTD | +16.6% | +11.3% | +5.3% | +9.2% |
| 1Y | +5.2% | +14.0% | -8.8% | -3.0% |
| 3Y | +33.3% | +75.8% | -42.5% | -4.2% |
| 5Y | +112.3% | +57.8% | +54.5% | +70.2% |
| All | +112.3% | +57.4% | +55.0% | +70.2% |
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 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