+91.9%
LMB vs VT
+76.6%
+15.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.4% | +1.7% | +14.7% | +13.7% |
| 7D | +14.6% | -0.3% | +14.9% | +15.5% |
| 30D | +16.4% | -1.4% | +17.8% | +19.5% |
| 3M | -24.6% | -1.4% | -23.2% | -22.6% |
| 6M | -43.2% | +5.5% | -48.7% | -48.0% |
| YTD | -25.4% | +12.8% | -38.2% | -38.5% |
| 1Y | -36.0% | +15.4% | -51.4% | -49.1% |
| All | +91.9% | +76.6% | +15.4% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling