+8.9%
LPBB vs VT
+34.9%
-26.0%
-1.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | +0.1% | -1.4% | +1.5% | +0.1% |
| 3M | +0.6% | -1.4% | +2.0% | +0.6% |
| 6M | +1.7% | +5.5% | -3.8% | +1.6% |
| YTD | +3.1% | +12.8% | -9.7% | +3.0% |
| 1Y | +3.4% | +15.4% | -12.0% | +3.3% |
| All | +8.9% | +34.9% | -26.0% | +8.5% |
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