+4.8%
LMNR vs VT
+66.2%
-61.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +8.8% | +0.4% | +8.3% | +8.5% |
| 30D | +9.3% | +1.0% | +8.4% | +8.6% |
| 3M | +26.3% | +2.4% | +23.9% | +24.0% |
| 6M | +3.7% | +12.0% | -8.3% | -4.3% |
| YTD | +18.7% | +15.3% | +3.3% | +7.3% |
| 1Y | -5.0% | +22.6% | -27.6% | -17.8% |
| 3Y | +1.2% | +74.7% | -73.5% | -28.9% |
| All | +4.8% | +66.2% | -61.4% | -24.4% |
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