+155.3%
LXFR price history and return analytics
+350.2%
-194.9%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +0.6% | +1.0% | -0.4% | -0.3% |
| 30D | +1.2% | -0.2% | +1.4% | +1.3% |
| 3M | -0.2% | +4.5% | -4.7% | -4.5% |
| 6M | +47.0% | +14.1% | +33.0% | +29.8% |
| YTD | +31.3% | +14.8% | +16.5% | +15.1% |
| 1Y | +31.8% | +21.2% | +10.6% | +10.0% |
| 3Y | +63.9% | +76.6% | -12.7% | -2.3% |
| 5Y | +0.4% | +66.6% | -66.2% | -37.2% |
| 10Y | +118.1% | +222.3% | -104.2% | -15.9% |
| All | +155.3% | +350.2% | -194.9% | -12.8% |
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