-97.4%
LODE price history and return analytics
+221.8%
-319.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.3% | -9.2% | -9.2% |
| 7D | -26.7% | +2.4% | -29.0% | -28.4% |
| 30D | -22.7% | -1.5% | -21.2% | -21.7% |
| 3M | -58.4% | -4.1% | -54.3% | -56.6% |
| 6M | -58.4% | +0.6% | -59.0% | -58.4% |
| YTD | -62.0% | +11.0% | -73.0% | -65.2% |
| 1Y | -49.8% | +13.3% | -63.2% | -55.0% |
| 3Y | -70.2% | +73.4% | -143.6% | -81.3% |
| 5Y | -93.6% | +57.4% | -151.0% | -95.6% |
| All | -97.4% | +221.8% | -319.2% | -98.6% |
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