+25.1%
LRNZ price history and return analytics
+65.7%
-40.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +2.2% |
| 7D | +3.5% | -0.1% | +3.6% | +3.7% |
| 30D | -3.0% | -0.7% | -2.3% | -1.8% |
| 3M | +8.5% | +4.0% | +4.5% | +1.8% |
| 6M | +47.6% | +12.3% | +35.3% | +21.0% |
| YTD | +30.4% | +14.0% | +16.4% | +4.1% |
| 1Y | +38.8% | +20.3% | +18.5% | +0.8% |
| 3Y | +96.9% | +75.4% | +21.5% | -27.2% |
| 5Y | +25.1% | +66.0% | -40.9% | -44.7% |
| All | +25.1% | +65.7% | -40.6% | -44.7% |
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 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