+78.8%
LDP price history and return analytics
+221.8%
-142.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -3.6% | +2.4% | -5.9% | -4.9% |
| 30D | -0.8% | -1.5% | +0.7% | +0.1% |
| 3M | -8.6% | -4.1% | -4.5% | -6.4% |
| 6M | -7.6% | +0.6% | -8.1% | -8.1% |
| YTD | -6.2% | +11.0% | -17.2% | -12.4% |
| 1Y | -6.6% | +13.3% | -20.0% | -14.0% |
| 3Y | +34.3% | +73.4% | -39.1% | -6.1% |
| 5Y | +3.2% | +57.4% | -54.3% | -23.6% |
| All | +78.8% | +221.8% | -142.9% | -22.0% |
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