+238.2%
LRN price history and return analytics
+357.6%
-119.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -11.5% | -2.6% | -8.9% | -10.0% |
| 3M | -8.2% | -3.2% | -5.0% | -6.2% |
| 6M | -13.9% | +0.9% | -14.8% | -15.2% |
| YTD | +16.6% | +11.3% | +5.3% | +7.5% |
| 1Y | +5.2% | +14.0% | -8.8% | -4.8% |
| 3Y | +33.3% | +75.8% | -42.5% | -10.4% |
| 5Y | +112.3% | +57.8% | +54.5% | +51.9% |
| 10Y | +517.1% | +219.8% | +297.3% | +153.1% |
| All | +238.2% | +357.6% | -119.4% | -0.7% |
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