-84.2%
LX price history and return analytics
+63.7%
-147.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.4% |
| 7D | -5.3% | -2.0% | -3.3% | -1.9% |
| 30D | -45.1% | -1.4% | -43.7% | -43.6% |
| 3M | -62.3% | +4.7% | -67.0% | -65.4% |
| 6M | -67.3% | +11.4% | -78.7% | -72.9% |
| YTD | -73.1% | +13.1% | -86.2% | -78.3% |
| 1Y | -84.8% | +19.0% | -103.8% | -88.8% |
| 3Y | -55.5% | +73.9% | -129.4% | -83.2% |
| 5Y | -84.2% | +65.4% | -149.6% | -92.6% |
| All | -84.2% | +63.7% | -147.9% | -92.6% |
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