-75.1%
LU price history and return analytics
+13.3%
-88.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.7% |
| 7D | -17.0% | -0.7% | -16.3% | -16.4% |
| 30D | -23.6% | -1.7% | -21.8% | -22.4% |
| 3M | -54.5% | -2.3% | -52.1% | -53.7% |
| 6M | -64.2% | +1.5% | -65.7% | -65.1% |
| YTD | -72.4% | +12.0% | -84.5% | -76.6% |
| 1Y | -75.1% | +12.9% | -87.9% | -79.0% |
| All | -75.1% | +13.3% | -88.3% | -79.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling