+7.4%
LRNZ price history and return analytics
+58.5%
-51.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.6% |
| 7D | +10.3% | +2.9% | +7.4% | +5.0% |
| 30D | -12.0% | -2.5% | -9.5% | -7.4% |
| 3M | -8.8% | -3.3% | -5.5% | -2.5% |
| 6M | +17.9% | +1.5% | +16.3% | +16.3% |
| YTD | +23.4% | +11.4% | +12.0% | +3.2% |
| 1Y | +14.8% | +11.9% | +2.9% | -4.7% |
| 3Y | +93.1% | +73.9% | +19.3% | -27.5% |
| 5Y | +7.4% | +57.9% | -50.5% | -47.6% |
| All | +7.4% | +58.5% | -51.1% | -47.6% |
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 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