+80.0%
LDP price history and return analytics
+223.7%
-143.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.3% |
| 7D | +2.5% | +0.4% | +2.1% | +2.2% |
| 30D | +2.9% | -2.6% | +5.5% | +4.5% |
| 3M | -3.3% | -3.2% | 0.0% | -1.4% |
| 6M | -3.4% | +0.9% | -4.3% | -4.2% |
| YTD | -1.4% | +11.3% | -12.7% | -8.1% |
| 1Y | -2.8% | +14.0% | -16.8% | -10.7% |
| 3Y | +43.1% | +75.8% | -32.8% | -0.9% |
| 5Y | +7.8% | +57.8% | -50.1% | -20.4% |
| 10Y | +80.0% | +219.8% | -139.8% | -23.0% |
| All | +80.0% | +223.7% | -143.7% | -23.0% |
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