-94.7%
LUNG price history and return analytics
+122.0%
-216.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.1% |
| 7D | -7.1% | +1.0% | -8.2% | -8.6% |
| 30D | +2.0% | -0.2% | +2.2% | +2.3% |
| 3M | +39.6% | +4.5% | +35.1% | +30.6% |
| 6M | +3.0% | +14.1% | -11.1% | -15.2% |
| YTD | -5.9% | +14.8% | -20.6% | -23.7% |
| 1Y | +22.4% | +21.2% | +1.2% | -7.6% |
| 3Y | -80.0% | +76.6% | -156.6% | -91.7% |
| 5Y | -95.0% | +66.6% | -161.6% | -97.6% |
| All | -94.7% | +122.0% | -216.7% | -98.1% |
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 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