+132.1%
LRNZ price history and return analytics
+139.6%
-7.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | +10.3% | +2.9% | +7.4% | +6.3% |
| 30D | -12.0% | -2.5% | -9.5% | -8.5% |
| 3M | -8.8% | -3.3% | -5.5% | -4.0% |
| 6M | +17.9% | +1.5% | +16.3% | +17.1% |
| YTD | +23.4% | +11.4% | +12.0% | +8.9% |
| 1Y | +14.8% | +11.9% | +2.9% | +0.8% |
| 3Y | +93.1% | +73.9% | +19.3% | +0.2% |
| 5Y | +7.4% | +57.9% | -50.5% | -37.0% |
| All | +132.1% | +139.6% | -7.5% | +4.0% |
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