+170.9%
LBRX vs VT
+10.5%
+160.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.1% | +10.2% |
| 7D | +5.8% | -2.3% | +8.1% | +7.6% |
| 30D | +23.0% | -5.0% | +27.9% | +26.7% |
| 3M | -12.8% | -4.9% | -7.9% | -10.1% |
| 6M | +31.3% | -1.5% | +32.8% | +32.9% |
| YTD | +88.7% | +8.5% | +80.2% | +81.9% |
| 1Y | +170.9% | +11.4% | +159.5% | +162.2% |
| All | +170.9% | +10.5% | +160.4% | +162.2% |
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