+174.7%
LBRX vs VT
+21.0%
+153.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +5.6% | +0.8% | +4.8% | +5.2% |
| 3M | +70.0% | +2.8% | +67.2% | +67.6% |
| 6M | +98.7% | +13.0% | +85.8% | +84.2% |
| YTD | +113.5% | +15.4% | +98.1% | +96.3% |
| All | +174.7% | +21.0% | +153.7% | +150.2% |
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 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