+75.1%
LSAF price history and return analytics
+66.2%
+8.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -0.2% | +1.0% | -1.2% | -1.2% |
| 30D | -1.7% | -0.2% | -1.4% | -1.4% |
| 3M | +8.9% | +4.5% | +4.4% | +4.0% |
| 6M | +19.2% | +14.1% | +5.1% | +3.8% |
| YTD | +22.3% | +14.8% | +7.6% | +5.9% |
| 1Y | +24.9% | +21.2% | +3.7% | +2.1% |
| 3Y | +73.0% | +76.6% | -3.6% | -4.3% |
| 5Y | +75.1% | +66.6% | +8.5% | +3.3% |
| All | +75.1% | +66.2% | +8.9% | +3.3% |
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