-9.0%
LSTR price history and return analytics
+58.5%
-67.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +1.6% | +2.9% | -1.3% | -0.7% |
| 30D | -11.4% | -2.5% | -8.9% | -9.7% |
| 3M | -20.2% | -3.3% | -16.8% | -18.1% |
| 6M | -15.4% | +1.5% | -16.9% | -16.8% |
| YTD | +5.2% | +11.4% | -6.2% | -4.2% |
| 1Y | +16.2% | +11.9% | +4.3% | +5.5% |
| 3Y | -6.9% | +73.9% | -80.8% | -41.5% |
| 5Y | -9.0% | +57.9% | -66.9% | -39.9% |
| All | -9.0% | +58.5% | -67.5% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling