-100.0%
LBGJ price history and return analytics
+37.3%
-137.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.9% | -7.6% | -8.6% |
| 7D | -15.7% | -2.0% | -13.7% | -15.9% |
| 30D | -37.2% | -1.4% | -35.8% | -37.3% |
| 3M | -99.2% | +4.7% | -103.9% | -99.2% |
| 6M | -99.9% | +11.4% | -111.2% | -99.9% |
| YTD | -100.0% | +13.1% | -113.0% | -100.0% |
| 1Y | -100.0% | +19.0% | -119.0% | -100.0% |
| All | -100.0% | +37.3% | -137.3% | -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 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