+320.3%
LSTR price history and return analytics
+374.2%
-53.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | -0.6% | +1.0% | -1.5% | -1.3% |
| 3M | -18.8% | +2.4% | -21.2% | -20.4% |
| 6M | +8.6% | +12.0% | -3.4% | -1.1% |
| YTD | +26.4% | +15.3% | +11.1% | +12.6% |
| 1Y | +35.6% | +22.6% | +13.0% | +15.1% |
| 3Y | -2.6% | +74.7% | -77.3% | -37.7% |
| 5Y | +16.3% | +66.1% | -49.8% | -22.9% |
| 10Y | +203.7% | +225.0% | -21.3% | +19.9% |
| All | +320.3% | +374.2% | -53.9% | +29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling