-55.7%
LSAK price history and return analytics
+229.8%
-285.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.5% |
| 7D | -5.5% | -1.1% | -4.4% | -4.9% |
| 30D | -10.3% | -1.0% | -9.3% | -9.7% |
| 3M | -9.0% | +3.2% | -12.1% | -10.8% |
| 6M | -8.0% | +12.5% | -20.5% | -14.8% |
| YTD | -10.5% | +14.1% | -24.5% | -17.9% |
| 1Y | +0.5% | +18.9% | -18.4% | -10.5% |
| 3Y | +8.7% | +74.1% | -65.4% | -27.4% |
| 5Y | -7.8% | +66.9% | -74.6% | -36.4% |
| All | -55.7% | +229.8% | -285.5% | -83.0% |
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 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