+185.2%
LBRX vs VT
+21.0%
+164.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +3.4% | +0.4% | +2.9% | +3.2% |
| 30D | +9.6% | +1.0% | +8.6% | +9.0% |
| 3M | +70.7% | +2.4% | +68.3% | +68.6% |
| 6M | +102.2% | +12.0% | +90.2% | +87.1% |
| YTD | +121.7% | +15.3% | +106.3% | +103.8% |
| All | +185.2% | +21.0% | +164.2% | +159.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling