-96.6%
LUCD price history and return analytics
+60.8%
-157.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.8% |
| 7D | -1.7% | -2.3% | +0.6% | +1.0% |
| 30D | -36.2% | -5.0% | -31.3% | -32.7% |
| 3M | -58.2% | -4.9% | -53.4% | -56.0% |
| 6M | -63.1% | -1.5% | -61.6% | -62.3% |
| YTD | -63.5% | +8.5% | -72.0% | -65.8% |
| 1Y | -62.8% | +11.4% | -74.2% | -66.0% |
| 3Y | -69.1% | +70.1% | -139.2% | -81.0% |
| 5Y | -95.8% | +53.7% | -149.5% | -96.7% |
| All | -96.6% | +60.8% | -157.5% | -97.5% |
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 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