-82.8%
LUNG price history and return analytics
+72.7%
-155.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.9% | -5.7% | -5.3% |
| 7D | -18.1% | -2.0% | -16.1% | -15.6% |
| 30D | -18.1% | -1.4% | -16.7% | -16.3% |
| 3M | +29.4% | +4.7% | +24.6% | +21.6% |
| 6M | +3.6% | +11.4% | -7.7% | -9.3% |
| YTD | -16.3% | +13.1% | -29.3% | -28.7% |
| 1Y | +14.9% | +19.0% | -4.1% | -7.3% |
| All | -82.8% | +72.7% | -155.5% | -92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling