-96.2%
LU price history and return analytics
+119.5%
-215.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.5% | -8.0% | -7.8% |
| 7D | -11.6% | -0.1% | -11.5% | -12.4% |
| 30D | -26.4% | -3.1% | -23.4% | -23.8% |
| 3M | -56.6% | -3.5% | -53.1% | -55.1% |
| 6M | -63.0% | +0.5% | -63.5% | -64.3% |
| YTD | -71.8% | +10.8% | -82.6% | -76.6% |
| 1Y | -75.1% | +11.9% | -86.9% | -79.6% |
| 3Y | -60.1% | +73.0% | -133.1% | -83.5% |
| 5Y | -93.1% | +58.6% | -151.7% | -96.7% |
| All | -96.2% | +119.5% | -215.7% | -98.6% |
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