-92.4%
LODE vs VT
+53.2%
-145.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -4.1% | +19.5% | +21.6% |
| 7D | +6.8% | -4.2% | +11.0% | +13.1% |
| 30D | -23.9% | -5.8% | -18.1% | -16.9% |
| 3M | -44.5% | -5.2% | -39.3% | -39.9% |
| 6M | -45.9% | +0.1% | -46.0% | -45.8% |
| YTD | -54.3% | +8.2% | -62.5% | -58.9% |
| 1Y | -37.7% | +10.1% | -47.8% | -45.2% |
| 3Y | -60.9% | +69.7% | -130.6% | -81.1% |
| 5Y | -92.4% | +53.4% | -145.7% | -95.8% |
| All | -92.4% | +53.2% | -145.5% | -95.8% |
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 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