-99.8%
LIDR price history and return analytics
+83.9%
-183.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.0% |
| 7D | -14.3% | +2.4% | -16.6% | -17.5% |
| 30D | -11.7% | -1.5% | -10.2% | -8.7% |
| 3M | -41.9% | -4.1% | -37.8% | -37.3% |
| 6M | -69.4% | +0.6% | -69.9% | -69.2% |
| YTD | -59.6% | +11.0% | -70.6% | -64.7% |
| 1Y | -69.4% | +13.3% | -82.7% | -74.1% |
| 3Y | -87.5% | +73.4% | -160.9% | -94.0% |
| 5Y | -99.6% | +57.4% | -157.0% | -99.8% |
| All | -99.8% | +83.9% | -183.6% | -99.9% |
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