-55.9%
LSTA price history and return analytics
+13.3%
-69.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | 0.0% | +7.9% | +7.9% |
| 7D | +6.9% | -1.6% | +8.5% | +7.8% |
| 30D | -25.9% | -2.5% | -23.4% | -24.8% |
| 3M | +4.8% | -1.3% | +6.1% | +5.7% |
| 6M | -65.2% | +3.1% | -68.3% | -66.2% |
| YTD | -41.4% | +10.9% | -52.3% | -49.4% |
| All | -55.9% | +13.3% | -69.1% | -62.8% |
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