+379.7%
LAD price history and return analytics
+222.7%
+157.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.0% |
| 30D | -3.2% | -0.7% | -2.5% | -2.3% |
| 3M | +21.2% | +4.0% | +17.2% | +14.6% |
| 6M | +39.0% | +12.3% | +26.8% | +19.2% |
| YTD | +11.3% | +14.0% | -2.7% | -6.5% |
| 1Y | +7.5% | +20.3% | -12.8% | -15.5% |
| 3Y | +26.3% | +75.4% | -49.1% | -37.4% |
| 5Y | +14.7% | +66.0% | -51.3% | -38.6% |
| 10Y | +379.7% | +228.2% | +151.5% | +24.8% |
| All | +379.7% | +222.7% | +157.1% | +24.8% |
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 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