+79.2%
LDP price history and return analytics
+224.4%
-145.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.9% |
| 7D | -1.7% | -0.7% | -1.0% | -1.4% |
| 30D | +1.1% | -1.7% | +2.9% | +2.1% |
| 3M | -6.3% | -2.3% | -4.0% | -5.1% |
| 6M | -6.1% | +1.5% | -7.6% | -7.2% |
| YTD | -3.8% | +12.0% | -15.9% | -10.7% |
| 1Y | -6.3% | +12.9% | -19.2% | -13.4% |
| 3Y | +37.7% | +74.9% | -37.3% | -4.3% |
| 5Y | +6.0% | +59.9% | -53.9% | -22.4% |
| 10Y | +79.2% | +224.6% | -145.4% | -23.5% |
| All | +79.2% | +224.4% | -145.2% | -23.5% |
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