-66.6%
LSPD price history and return analytics
+116.5%
-183.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | 0.0% |
| 7D | -3.4% | +2.9% | -6.3% | -9.4% |
| 30D | -5.5% | -2.5% | -3.0% | -0.2% |
| 3M | -3.5% | -3.3% | -0.2% | +3.8% |
| 6M | +11.4% | +1.5% | +9.8% | +5.3% |
| YTD | -16.5% | +11.4% | -27.8% | -37.0% |
| 1Y | -21.1% | +11.9% | -33.0% | -41.1% |
| 3Y | -35.1% | +73.9% | -109.0% | -84.5% |
| 5Y | -85.5% | +57.9% | -143.4% | -94.8% |
| All | -66.6% | +116.5% | -183.2% | -93.5% |
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 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