-97.9%
LSTA price history and return analytics
+221.8%
-319.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.3% |
| 7D | +17.5% | +2.4% | +15.1% | +15.9% |
| 30D | +18.6% | -1.5% | +20.1% | +20.2% |
| 3M | +7.1% | -4.1% | +11.2% | +10.5% |
| 6M | -63.1% | +0.6% | -63.7% | -63.4% |
| YTD | -34.9% | +11.0% | -46.0% | -39.8% |
| 1Y | -41.5% | +13.3% | -54.9% | -46.6% |
| 3Y | -43.7% | +73.4% | -117.1% | -61.0% |
| 5Y | -92.3% | +57.4% | -149.8% | -94.4% |
| All | -97.9% | +221.8% | -319.6% | -99.3% |
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