+218.8%
LB price history and return analytics
+44.2%
+174.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.1% | +8.9% | +8.5% |
| 7D | +5.3% | -0.7% | +6.0% | +6.7% |
| 30D | -16.7% | -1.7% | -14.9% | -14.5% |
| 3M | -13.0% | -2.3% | -10.7% | -10.2% |
| 6M | +8.7% | +1.5% | +7.2% | +5.5% |
| YTD | +49.5% | +12.0% | +37.4% | +22.3% |
| 1Y | -14.3% | +12.9% | -27.1% | -30.4% |
| All | +218.8% | +44.2% | +174.7% | +87.9% |
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