-99.2%
LODE vs VT
+459.2%
-558.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -8.5% | +0.4% | -9.0% | -8.9% |
| 30D | +0.3% | +1.0% | -0.7% | -0.4% |
| 3M | -28.7% | +2.4% | -31.1% | -29.7% |
| 6M | -7.7% | +12.0% | -19.7% | -15.1% |
| YTD | -17.3% | +15.3% | -32.6% | -25.2% |
| 1Y | +23.4% | +22.6% | +0.8% | +7.2% |
| 3Y | -20.3% | +74.7% | -94.9% | -45.3% |
| 5Y | -90.4% | +66.1% | -156.5% | -93.1% |
| 10Y | -96.7% | +225.0% | -321.7% | -98.3% |
| All | -99.2% | +459.2% | -558.4% | -99.7% |
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