-73.0%
LUXE price history and return analytics
+63.7%
-136.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.8% |
| 7D | -2.4% | -2.0% | -0.4% | +0.4% |
| 30D | -3.8% | -1.4% | -2.3% | -1.9% |
| 3M | +5.2% | +4.7% | +0.5% | -1.6% |
| 6M | -15.8% | +11.4% | -27.1% | -27.6% |
| YTD | -11.1% | +13.1% | -24.2% | -25.2% |
| 1Y | -19.6% | +19.0% | -38.6% | -36.8% |
| 3Y | +116.3% | +73.9% | +42.4% | -2.1% |
| 5Y | -73.0% | +65.4% | -138.4% | -86.2% |
| All | -73.0% | +63.7% | -136.7% | -86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling