+151.3%
LSAF price history and return analytics
+141.4%
+9.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +2.0% | +2.4% | -0.4% | -0.5% |
| 30D | +5.0% | -1.5% | +6.5% | +6.5% |
| 3M | +2.9% | -4.1% | +7.0% | +7.3% |
| 6M | +19.7% | +0.6% | +19.1% | +18.2% |
| YTD | +28.3% | +11.0% | +17.3% | +13.7% |
| 1Y | +31.2% | +13.3% | +17.9% | +13.7% |
| 3Y | +84.8% | +73.4% | +11.4% | +0.7% |
| 5Y | +76.8% | +57.4% | +19.3% | +7.3% |
| All | +151.3% | +141.4% | +9.9% | -7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling