-96.7%
LODE price history and return analytics
+224.4%
-321.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.1% |
| 7D | +12.1% | -0.7% | +12.8% | +12.1% |
| 30D | -21.6% | -1.7% | -19.8% | -20.3% |
| 3M | -53.0% | -2.3% | -50.7% | -51.8% |
| 6M | -43.8% | +1.5% | -45.3% | -44.3% |
| YTD | -55.6% | +12.0% | -67.6% | -59.8% |
| 1Y | -45.1% | +12.9% | -57.9% | -50.5% |
| 3Y | -64.5% | +74.9% | -139.4% | -77.9% |
| 5Y | -91.8% | +59.9% | -151.7% | -94.5% |
| 10Y | -96.7% | +224.6% | -321.3% | -98.2% |
| All | -96.7% | +224.4% | -321.0% | -98.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling