-5.1%
LSTR price history and return analytics
+74.0%
-79.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +4.4% | +2.4% | +2.1% | +2.6% |
| 30D | -11.6% | -1.5% | -10.0% | -10.6% |
| 3M | -20.5% | -4.1% | -16.4% | -18.0% |
| 6M | -14.1% | +0.6% | -14.6% | -14.8% |
| YTD | +6.3% | +11.0% | -4.7% | -2.8% |
| 1Y | +19.8% | +13.3% | +6.4% | +7.6% |
| 3Y | -5.1% | +73.4% | -78.4% | -40.1% |
| All | -5.1% | +74.0% | -79.1% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling