-93.9%
LSF price history and return analytics
+118.5%
-212.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.6% | +8.7% | +8.4% |
| 7D | -2.4% | +0.4% | -2.7% | -2.7% |
| 30D | -15.4% | -2.6% | -12.8% | -12.6% |
| 3M | -43.1% | -3.2% | -39.9% | -40.9% |
| 6M | -19.0% | +0.9% | -20.0% | -19.8% |
| YTD | +11.3% | +11.3% | 0.0% | -1.2% |
| 1Y | -40.5% | +14.0% | -54.5% | -48.5% |
| 3Y | +174.4% | +75.8% | +98.6% | +51.5% |
| 5Y | -86.8% | +57.8% | -144.7% | -91.8% |
| All | -93.9% | +118.5% | -212.5% | -97.7% |
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