-78.0%
LOOP price history and return analytics
+21.4%
-99.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.7% |
| 7D | -8.9% | +1.0% | -9.9% | -9.5% |
| 30D | -33.4% | -0.2% | -33.1% | -33.3% |
| 3M | -60.6% | +4.5% | -65.2% | -61.8% |
| 6M | -65.7% | +14.1% | -79.7% | -69.2% |
| YTD | -54.7% | +14.8% | -69.5% | -61.1% |
| 1Y | -78.0% | +21.2% | -99.2% | -83.1% |
| All | -78.0% | +21.4% | -99.4% | -83.1% |
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