-60.0%
LODE price history and return analytics
+74.1%
-134.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -5.4% |
| 7D | +33.3% | +0.4% | +33.0% | +30.9% |
| 30D | -13.1% | -2.6% | -10.5% | -9.8% |
| 3M | -40.6% | -3.2% | -37.3% | -37.6% |
| 6M | -34.7% | +0.9% | -35.6% | -35.3% |
| YTD | -48.9% | +11.3% | -60.2% | -56.0% |
| 1Y | -30.2% | +14.0% | -44.2% | -41.6% |
| 3Y | -60.0% | +75.8% | -135.8% | -72.5% |
| All | -60.0% | +74.1% | -134.1% | -72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling