-45.1%
LODE price history and return analytics
+13.3%
-58.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.9% |
| 7D | +12.1% | -0.7% | +12.8% | +12.1% |
| 30D | -21.6% | -1.7% | -19.8% | -19.1% |
| 3M | -53.0% | -2.3% | -50.7% | -50.8% |
| 6M | -43.8% | +1.5% | -45.3% | -45.0% |
| YTD | -55.6% | +12.0% | -67.6% | -64.3% |
| 1Y | -45.1% | +12.9% | -57.9% | -56.1% |
| All | -45.1% | +13.3% | -58.3% | -56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling