+592.5%
LMB vs VT
+66.2%
+526.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.7% |
| 7D | +20.6% | +0.4% | +20.2% | +19.8% |
| 30D | +0.3% | +1.0% | -0.7% | -1.0% |
| 3M | -40.9% | +2.4% | -43.3% | -42.5% |
| 6M | -42.7% | +12.0% | -54.7% | -51.1% |
| YTD | -36.0% | +15.3% | -51.3% | -47.3% |
| 1Y | -55.6% | +22.6% | -78.2% | -66.2% |
| 3Y | +35.7% | +74.7% | -39.0% | -32.3% |
| All | +592.5% | +66.2% | +526.3% | +263.0% |
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