-74.8%
LUXE price history and return analytics
+84.9%
-159.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.7% |
| 7D | -4.3% | -1.1% | -3.2% | -2.8% |
| 30D | -7.3% | -1.0% | -6.3% | -6.0% |
| 3M | +4.7% | +3.2% | +1.5% | 0.0% |
| 6M | -15.2% | +12.5% | -27.6% | -28.3% |
| YTD | -11.5% | +14.1% | -25.6% | -26.7% |
| 1Y | -20.9% | +18.9% | -39.8% | -38.0% |
| 3Y | +117.4% | +74.1% | +43.3% | -3.6% |
| 5Y | -73.1% | +66.9% | -140.0% | -86.7% |
| All | -74.8% | +84.9% | -159.7% | -89.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling