-0.7%
LUD price history and return analytics
+31.8%
-32.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.1% |
| 7D | -3.6% | +0.4% | -4.0% | -3.8% |
| 30D | +8.2% | -2.6% | +10.8% | +10.3% |
| 3M | -10.0% | -3.2% | -6.7% | -7.8% |
| 6M | -35.7% | +0.9% | -36.6% | -35.5% |
| YTD | -38.2% | +11.3% | -49.5% | -40.2% |
| 1Y | -43.2% | +14.0% | -57.2% | -44.8% |
| All | -0.7% | +31.8% | -32.6% | -8.3% |
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