+35.7%
LDUR price history and return analytics
+249.2%
-213.5%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -0.3% | -0.7% | +0.4% | -0.3% |
| 30D | +0.6% | -1.7% | +2.3% | +0.6% |
| 3M | 0.0% | -2.3% | +2.3% | 0.0% |
| 6M | +0.7% | +1.5% | -0.8% | +0.7% |
| YTD | +1.6% | +12.0% | -10.4% | +1.5% |
| 1Y | +2.4% | +12.9% | -10.5% | +2.3% |
| 3Y | +15.4% | +74.9% | -59.5% | +15.0% |
| 5Y | +12.8% | +59.9% | -47.1% | +12.4% |
| 10Y | +27.8% | +224.6% | -196.8% | +27.1% |
| All | +35.7% | +249.2% | -213.5% | +35.3% |
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 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