-95.1%
LU price history and return analytics
+115.0%
-210.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +7.9% |
| 7D | +13.1% | -2.3% | +15.4% | +16.6% |
| 30D | -4.8% | -5.0% | +0.2% | +2.2% |
| 3M | -37.3% | -4.9% | -32.4% | -33.4% |
| 6M | -53.8% | -1.5% | -52.2% | -53.6% |
| YTD | -63.5% | +8.5% | -72.0% | -68.6% |
| 1Y | -66.9% | +11.4% | -78.3% | -72.6% |
| 3Y | -53.4% | +70.1% | -123.5% | -80.2% |
| 5Y | -89.7% | +53.7% | -143.4% | -94.8% |
| All | -95.1% | +115.0% | -210.0% | -98.2% |
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