+209.1%
LB price history and return analytics
+43.3%
+165.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.2% |
| 7D | +14.2% | +2.9% | +11.3% | +10.0% |
| 30D | -19.1% | -2.5% | -16.6% | -16.1% |
| 3M | -7.3% | -3.3% | -3.9% | -2.8% |
| 6M | +4.2% | +1.5% | +2.7% | +1.0% |
| YTD | +44.9% | +11.4% | +33.6% | +19.6% |
| 1Y | -12.7% | +11.9% | -24.7% | -28.3% |
| All | +209.1% | +43.3% | +165.8% | +83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling