-90.1%
LODE vs VT
+66.2%
-156.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -8.5% | +0.4% | -9.0% | -9.2% |
| 30D | +0.3% | +1.0% | -0.7% | -1.1% |
| 3M | -28.7% | +2.4% | -31.1% | -30.8% |
| 6M | -7.7% | +12.0% | -19.7% | -21.9% |
| YTD | -17.3% | +15.3% | -32.6% | -32.5% |
| 1Y | +23.4% | +22.6% | +0.8% | -6.9% |
| 3Y | -20.3% | +74.7% | -94.9% | -63.4% |
| All | -90.1% | +66.2% | -156.3% | -94.9% |
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