+80.5%
LDP price history and return analytics
+222.7%
-142.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | -1.5% | +2.9% | -4.4% | -3.2% |
| 30D | -0.8% | -2.5% | +1.7% | +0.6% |
| 3M | -7.4% | -3.3% | -4.1% | -5.6% |
| 6M | -7.2% | +1.5% | -8.7% | -8.3% |
| YTD | -5.3% | +11.4% | -16.7% | -11.7% |
| 1Y | -7.0% | +11.9% | -19.0% | -13.7% |
| 3Y | +35.6% | +73.9% | -38.3% | -5.4% |
| 5Y | +4.1% | +57.9% | -53.8% | -23.1% |
| All | +80.5% | +222.7% | -142.2% | -21.4% |
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