-99.6%
LODE vs VT
+437.9%
-537.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -20.1% | -1.6% | -18.5% | -18.9% |
| 30D | -39.0% | -2.5% | -36.5% | -37.5% |
| 3M | -54.0% | -1.3% | -52.7% | -53.2% |
| 6M | -58.1% | +3.1% | -61.2% | -58.7% |
| YTD | -63.0% | +10.9% | -74.0% | -65.3% |
| 1Y | -52.9% | +12.1% | -64.9% | -56.0% |
| 3Y | -68.4% | +73.9% | -142.3% | -78.1% |
| 5Y | -94.0% | +58.0% | -152.0% | -95.5% |
| 10Y | -97.7% | +225.5% | -323.1% | -98.8% |
| All | -99.6% | +437.9% | -537.5% | -99.8% |
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