-2.1%
LX price history and return analytics
+158.1%
-160.2%
-94.5%
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% | -1.6% |
| 7D | -8.8% | -1.1% | -7.7% | -7.4% |
| 30D | -44.2% | -1.0% | -43.2% | -43.2% |
| 3M | -62.8% | +3.2% | -65.9% | -64.5% |
| 6M | -67.1% | +12.5% | -79.6% | -72.1% |
| YTD | -73.2% | +14.1% | -87.3% | -77.7% |
| 1Y | -85.1% | +18.9% | -104.0% | -88.3% |
| 3Y | -57.1% | +74.1% | -131.2% | -79.7% |
| 5Y | -84.3% | +66.9% | -151.2% | -91.7% |
| All | -2.1% | +158.1% | -160.2% | +2,837.4% |
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 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