-97.7%
LSTA price history and return analytics
+226.9%
-324.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.9% | -12.8% | -13.1% |
| 7D | 0.0% | -2.0% | +2.0% | +1.4% |
| 30D | +35.5% | -1.4% | +37.0% | +36.9% |
| 3M | -54.6% | +4.7% | -59.3% | -56.2% |
| 6M | -67.4% | +11.4% | -78.7% | -70.1% |
| YTD | -11.8% | +13.1% | -24.9% | -19.8% |
| 1Y | -28.4% | +19.0% | -47.4% | -36.9% |
| 3Y | -23.4% | +73.9% | -97.3% | -47.6% |
| 5Y | -91.2% | +65.4% | -156.6% | -93.8% |
| All | -97.7% | +226.9% | -324.6% | -99.2% |
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