+20.5%
LTRX price history and return analytics
+364.8%
-344.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | -3.1% | -2.0% | -1.1% | -1.9% |
| 30D | -14.4% | -1.4% | -13.0% | -13.6% |
| 3M | -21.6% | +4.7% | -26.3% | -23.2% |
| 6M | -18.4% | +11.4% | -29.7% | -22.4% |
| YTD | -13.7% | +13.1% | -26.7% | -18.2% |
| 1Y | +7.9% | +19.0% | -11.1% | -0.3% |
| 3Y | -1.4% | +73.9% | -75.3% | -24.3% |
| 5Y | -23.8% | +65.4% | -89.2% | -39.5% |
| 10Y | +283.3% | +225.4% | +57.9% | +150.7% |
| All | +20.5% | +364.8% | -344.3% | -28.7% |
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