+121.7%
LW price history and return analytics
+221.3%
-99.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -1.4% |
| 7D | +1.2% | -0.7% | +1.9% | +1.7% |
| 30D | +14.1% | -1.7% | +15.9% | +15.7% |
| 3M | +8.9% | -2.3% | +11.2% | +10.9% |
| 6M | +43.0% | +1.5% | +41.5% | +40.1% |
| YTD | +40.1% | +12.0% | +28.0% | +25.7% |
| 1Y | -2.4% | +12.9% | -15.2% | -13.2% |
| 3Y | -34.8% | +74.9% | -109.7% | -60.8% |
| 5Y | +8.7% | +59.9% | -51.2% | -29.3% |
| 10Y | +125.0% | +224.6% | -99.7% | -17.4% |
| All | +121.7% | +221.3% | -99.6% | -18.4% |
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