-65.6%
LUCK price history and return analytics
+71.9%
-137.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -16.8% | +2.9% | -19.7% | -19.3% |
| 30D | -39.5% | -2.5% | -37.0% | -37.6% |
| 3M | -54.1% | -3.3% | -50.8% | -52.2% |
| 6M | -61.1% | +1.5% | -62.6% | -61.7% |
| YTD | -62.3% | +11.4% | -73.7% | -66.1% |
| 1Y | -61.6% | +11.9% | -73.5% | -65.7% |
| 3Y | -67.4% | +73.9% | -141.2% | -80.7% |
| 5Y | -66.7% | +57.9% | -124.5% | -81.2% |
| All | -65.6% | +71.9% | -137.5% | -80.8% |
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 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