+273.8%
LOPE price history and return analytics
+222.7%
+51.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +3.1% | -0.7% | +3.7% | +3.5% |
| 3M | +0.9% | +4.0% | -3.1% | -2.2% |
| 6M | -9.3% | +12.3% | -21.6% | -16.9% |
| YTD | -9.2% | +14.0% | -23.2% | -17.8% |
| 1Y | -26.4% | +20.3% | -46.7% | -36.0% |
| 3Y | +34.7% | +75.4% | -40.7% | -10.5% |
| 5Y | +68.2% | +66.0% | +2.2% | +15.1% |
| 10Y | +273.8% | +228.2% | +45.6% | +52.2% |
| All | +273.8% | +222.7% | +51.1% | +52.2% |
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