+135.7%
LDP price history and return analytics
+352.5%
-216.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | +1.0% | -2.3% | +3.3% | +2.2% |
| 30D | +2.0% | -5.0% | +7.0% | +4.8% |
| 3M | -4.0% | -4.9% | +0.9% | -1.5% |
| 6M | -3.9% | -1.5% | -2.4% | -3.4% |
| YTD | -2.7% | +8.5% | -11.2% | -7.2% |
| 1Y | -4.0% | +11.4% | -15.4% | -9.8% |
| 3Y | +40.2% | +70.1% | -29.9% | +3.9% |
| 5Y | +7.0% | +53.7% | -46.7% | -16.8% |
| 10Y | +75.9% | +220.0% | -144.0% | -6.9% |
| All | +135.7% | +352.5% | -216.8% | +16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling