-46.5%
LSF price history and return analytics
+15.2%
-61.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.7% | -6.5% | -6.8% |
| 7D | -10.8% | -0.3% | -10.5% | -10.4% |
| 30D | -23.8% | -1.4% | -22.4% | -22.4% |
| 3M | -41.2% | -1.4% | -39.8% | -40.3% |
| 6M | -22.6% | +5.5% | -28.0% | -28.6% |
| YTD | +8.1% | +12.8% | -4.7% | -11.0% |
| 1Y | -46.5% | +15.4% | -62.0% | -57.5% |
| All | -46.5% | +15.2% | -61.8% | -57.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling