-96.7%
LODE price history and return analytics
+220.7%
-317.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.5% | -12.5% | -12.5% |
| 7D | +20.1% | -0.1% | +20.3% | +19.5% |
| 30D | -24.4% | -3.1% | -21.4% | -22.1% |
| 3M | -48.6% | -3.5% | -45.1% | -46.7% |
| 6M | -43.2% | +0.5% | -43.7% | -43.1% |
| YTD | -55.6% | +10.8% | -66.4% | -59.3% |
| 1Y | -44.0% | +11.9% | -55.9% | -49.0% |
| 3Y | -64.5% | +73.0% | -137.4% | -77.7% |
| 5Y | -91.9% | +58.6% | -150.5% | -94.6% |
| All | -96.7% | +220.7% | -317.3% | -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