+68.3%
LADR price history and return analytics
+226.9%
-158.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.2% |
| 7D | -1.5% | -2.0% | +0.5% | +0.9% |
| 30D | -2.5% | -1.4% | -1.1% | -0.9% |
| 3M | -4.0% | +4.7% | -8.8% | -9.8% |
| 6M | -0.4% | +11.4% | -11.8% | -13.6% |
| YTD | -7.8% | +13.1% | -20.9% | -21.6% |
| 1Y | -10.2% | +19.0% | -29.2% | -28.6% |
| 3Y | +14.4% | +73.9% | -59.5% | -44.9% |
| 5Y | +35.9% | +65.4% | -29.5% | -30.3% |
| All | +68.3% | +226.9% | -158.6% | -57.5% |
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