-64.5%
LUCK price history and return analytics
+73.0%
-137.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.4% | -6.5% |
| 7D | -27.1% | -0.7% | -26.5% | -26.3% |
| 30D | -37.6% | -1.7% | -35.8% | -36.1% |
| 3M | -50.6% | -2.3% | -48.3% | -49.1% |
| 6M | -58.7% | +1.5% | -60.2% | -59.3% |
| YTD | -61.1% | +12.0% | -73.1% | -65.3% |
| 1Y | -59.4% | +12.9% | -72.3% | -64.0% |
| 3Y | -66.3% | +74.9% | -141.3% | -80.2% |
| 5Y | -65.9% | +59.9% | -125.8% | -80.9% |
| All | -64.5% | +73.0% | -137.5% | -80.3% |
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