-91.6%
LU price history and return analytics
+57.4%
-148.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +2.6% | -18.2% | -19.4% |
| 7D | -5.5% | +0.4% | -5.9% | -7.1% |
| 30D | -19.6% | -2.6% | -17.0% | -17.3% |
| 3M | -47.5% | -3.2% | -44.2% | -45.8% |
| 6M | -59.6% | +0.9% | -60.5% | -61.3% |
| YTD | -69.2% | +11.3% | -80.5% | -74.8% |
| 1Y | -72.2% | +14.0% | -86.2% | -78.1% |
| 3Y | -57.3% | +75.8% | -133.1% | -83.7% |
| 5Y | -91.6% | +57.8% | -149.4% | -95.8% |
| All | -91.6% | +57.4% | -148.9% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling