+12.6%
LDUR price history and return analytics
+58.5%
-46.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.2% |
| 7D | -0.6% | +2.9% | -3.5% | -0.6% |
| 30D | +0.4% | -2.5% | +2.9% | +0.5% |
| 3M | -0.1% | -3.3% | +3.2% | -0.1% |
| 6M | +0.8% | +1.5% | -0.8% | +0.7% |
| YTD | +1.5% | +11.4% | -9.9% | +1.3% |
| 1Y | +2.2% | +11.9% | -9.7% | +2.0% |
| 3Y | +15.2% | +73.9% | -58.7% | +14.3% |
| 5Y | +12.6% | +57.9% | -45.3% | +11.3% |
| All | +12.6% | +58.5% | -46.0% | +11.3% |
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