+6,628.7%
LAD price history and return analytics
+346.0%
+6,282.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.6% |
| 7D | +3.3% | -2.3% | +5.6% | +6.7% |
| 30D | +7.7% | -5.0% | +12.7% | +15.4% |
| 3M | -17.5% | -4.9% | -12.6% | -11.8% |
| 6M | +7.3% | -1.5% | +8.9% | +7.8% |
| YTD | -6.3% | +8.5% | -14.8% | -19.3% |
| 1Y | +7.4% | +11.4% | -4.0% | -11.0% |
| 3Y | +21.0% | +70.1% | -49.1% | -47.2% |
| 5Y | -2.4% | +53.7% | -56.1% | -50.2% |
| 10Y | +324.6% | +220.0% | +104.6% | -33.4% |
| All | +6,628.7% | +346.0% | +6,282.7% | +618.7% |
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