+45.0%
LADR price history and return analytics
+221.8%
-176.8%
-81.6%
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 | -4.6% | +2.4% | -7.0% | -7.3% |
| 30D | -1.5% | -1.5% | 0.0% | -0.1% |
| 3M | -13.1% | -4.1% | -9.0% | -9.1% |
| 6M | -11.0% | +0.6% | -11.6% | -12.7% |
| YTD | -16.9% | +11.0% | -27.9% | -28.1% |
| 1Y | -12.7% | +13.3% | -26.0% | -26.4% |
| 3Y | +5.6% | +73.4% | -67.8% | -49.4% |
| 5Y | +6.5% | +57.4% | -51.0% | -42.0% |
| All | +45.0% | +221.8% | -176.8% | -58.3% |
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 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