-100.0%
LBGJ price history and return analytics
+38.5%
-138.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +1.8% |
| 7D | -31.4% | -0.1% | -31.3% | -31.4% |
| 30D | -34.6% | -0.7% | -33.9% | -34.6% |
| 3M | -99.1% | +4.0% | -103.1% | -99.1% |
| 6M | -99.9% | +12.3% | -112.2% | -99.9% |
| YTD | -100.0% | +14.0% | -114.0% | -100.0% |
| 1Y | -100.0% | +20.3% | -120.3% | -100.0% |
| All | -100.0% | +38.5% | -138.5% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling