+178.4%
LOUP price history and return analytics
+146.7%
+31.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.9% |
| 7D | +8.6% | +2.9% | +5.7% | +4.3% |
| 30D | -19.4% | -2.5% | -16.9% | -15.8% |
| 3M | -26.3% | -3.3% | -23.0% | -21.9% |
| 6M | -18.2% | +1.5% | -19.7% | -18.8% |
| YTD | -7.3% | +11.4% | -18.6% | -19.1% |
| 1Y | -11.3% | +11.9% | -23.2% | -23.0% |
| 3Y | +88.2% | +73.9% | +14.3% | -8.9% |
| 5Y | +21.1% | +57.9% | -36.7% | -31.2% |
| All | +178.4% | +146.7% | +31.6% | -1.7% |
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