+94.8%
LSBK vs VT
+59.8%
+35.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -0.9% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +5.2% | -1.7% | +7.0% | +5.5% |
| 3M | +10.4% | -2.3% | +12.7% | +10.8% |
| 6M | +19.9% | +1.5% | +18.4% | +19.5% |
| YTD | +31.2% | +12.0% | +19.1% | +28.4% |
| 1Y | +33.6% | +12.9% | +20.8% | +30.6% |
| 3Y | +178.2% | +74.9% | +103.2% | +157.5% |
| 5Y | +94.8% | +59.9% | +34.9% | +80.6% |
| All | +94.8% | +59.8% | +35.1% | +80.6% |
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