-28.7%
LYG price history and return analytics
+368.9%
-397.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.7% |
| 7D | -1.2% | -1.1% | 0.0% | +0.6% |
| 30D | -2.9% | -1.0% | -1.9% | -1.4% |
| 3M | +12.4% | +3.2% | +9.2% | +7.1% |
| 6M | +16.7% | +12.5% | +4.2% | -2.0% |
| YTD | +17.8% | +14.1% | +3.7% | -3.2% |
| 1Y | +38.4% | +18.9% | +19.5% | +6.7% |
| 3Y | +239.8% | +74.1% | +165.8% | +43.5% |
| 5Y | +231.1% | +66.9% | +164.2% | +49.2% |
| 10Y | +189.3% | +228.3% | -39.0% | -57.2% |
| All | -28.7% | +368.9% | -397.7% | -91.8% |
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