-62.0%
LUXE price history and return analytics
+57.5%
-119.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.9% |
| 7D | +5.4% | +2.9% | +2.5% | +1.4% |
| 30D | +9.3% | -2.5% | +11.8% | +12.6% |
| 3M | +33.0% | -3.3% | +36.3% | +38.3% |
| 6M | +30.2% | +1.5% | +28.7% | +26.1% |
| YTD | +26.9% | +11.4% | +15.6% | +8.3% |
| 1Y | +11.6% | +11.9% | -0.3% | -5.4% |
| 3Y | +226.2% | +73.9% | +152.3% | +45.6% |
| All | -62.0% | +57.5% | -119.5% | -79.9% |
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