+306.2%
LAD price history and return analytics
+217.6%
+88.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +2.6% | -0.1% | +2.7% | +2.5% |
| 30D | +5.6% | -3.1% | +8.7% | +9.1% |
| 3M | -19.3% | -3.5% | -15.8% | -16.2% |
| 6M | +4.5% | +0.5% | +4.0% | +2.4% |
| YTD | -7.2% | +10.8% | -18.0% | -19.9% |
| 1Y | +4.8% | +11.9% | -7.1% | -10.5% |
| 3Y | +21.8% | +73.0% | -51.2% | -39.4% |
| 5Y | -0.4% | +58.6% | -59.0% | -44.2% |
| 10Y | +306.2% | +219.2% | +87.0% | -4.1% |
| All | +306.2% | +217.6% | +88.6% | -4.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling