-97.2%
LOOP price history and return analytics
+165.5%
-262.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.4% | -4.5% |
| 7D | -16.5% | -0.1% | -16.4% | -16.4% |
| 30D | -34.4% | -0.7% | -33.7% | -34.0% |
| 3M | -57.0% | +4.0% | -61.0% | -58.6% |
| 6M | -67.2% | +12.3% | -79.5% | -70.5% |
| YTD | -57.0% | +14.0% | -71.0% | -61.9% |
| 1Y | -78.2% | +20.3% | -98.5% | -81.4% |
| 3Y | -85.5% | +75.4% | -160.9% | -90.8% |
| 5Y | -96.0% | +66.0% | -162.0% | -97.4% |
| All | -97.2% | +165.5% | -262.6% | -98.1% |
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 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