+8,309.3%
LAD price history and return analytics
+374.2%
+7,935.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +4.4% | +0.4% | +4.0% | +3.7% |
| 30D | +5.1% | +1.0% | +4.2% | +3.7% |
| 3M | +33.4% | +2.4% | +31.0% | +27.1% |
| 6M | +42.4% | +12.0% | +30.4% | +18.2% |
| YTD | +17.1% | +15.3% | +1.7% | -7.2% |
| 1Y | +14.6% | +22.6% | -8.0% | -17.2% |
| 3Y | +25.1% | +74.7% | -49.6% | -47.0% |
| 5Y | +22.9% | +66.1% | -43.2% | -43.8% |
| 10Y | +396.7% | +225.0% | +171.7% | -22.8% |
| All | +8,309.3% | +374.2% | +7,935.1% | +726.3% |
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