+13.6%
LDP price history and return analytics
+66.2%
-52.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.5% | +0.4% | -1.0% | -0.7% |
| 30D | +0.6% | +1.0% | -0.3% | +0.2% |
| 3M | +0.8% | +2.4% | -1.6% | -0.3% |
| 6M | +1.0% | +12.0% | -11.0% | -4.2% |
| YTD | +2.2% | +15.3% | -13.2% | -4.4% |
| 1Y | +2.9% | +22.6% | -19.7% | -6.3% |
| 3Y | +46.5% | +74.7% | -28.1% | +13.3% |
| All | +13.6% | +66.2% | -52.6% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling