+270.1%
LAD price history and return analytics
+221.8%
+48.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -4.0% | +2.4% | -6.3% | -6.6% |
| 30D | +5.6% | -1.5% | +7.1% | +7.0% |
| 3M | -21.5% | -4.1% | -17.4% | -17.8% |
| 6M | +9.0% | +0.6% | +8.4% | +6.7% |
| YTD | -10.0% | +11.0% | -21.1% | -22.5% |
| 1Y | -0.1% | +13.3% | -13.5% | -16.1% |
| 3Y | +17.3% | +73.4% | -56.1% | -41.8% |
| 5Y | -4.8% | +57.4% | -62.2% | -46.2% |
| All | +270.1% | +221.8% | +48.3% | -17.4% |
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