+62.0%
LXFR price history and return analytics
+74.2%
-12.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.0% |
| 7D | +0.5% | -1.1% | +1.6% | +1.9% |
| 30D | +1.3% | -1.0% | +2.3% | +2.4% |
| 3M | -2.3% | +3.2% | -5.5% | -6.4% |
| 6M | +47.0% | +12.5% | +34.5% | +26.6% |
| YTD | +31.3% | +14.1% | +17.2% | +10.8% |
| 1Y | +30.0% | +18.9% | +11.1% | +4.3% |
| 3Y | +62.0% | +74.1% | -12.1% | -19.7% |
| All | +62.0% | +74.2% | -12.3% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling