-28.0%
LODE vs VT
+10.5%
-38.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.1% | +13.0% |
| 7D | +38.3% | -2.3% | +40.6% | +41.4% |
| 30D | -10.1% | -5.0% | -5.2% | -1.7% |
| 3M | -36.9% | -4.9% | -32.0% | -30.9% |
| 6M | -40.4% | -1.5% | -38.8% | -38.7% |
| YTD | -48.1% | +8.5% | -56.6% | -56.5% |
| 1Y | -28.0% | +11.4% | -39.4% | -42.0% |
| All | -28.0% | +10.5% | -38.5% | -42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling