-27.8%
LBRDA price history and return analytics
+16.8%
-44.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -0.9% | -0.9% | +0.1% | -0.8% |
| 30D | +18.5% | +3.0% | +15.4% | +18.2% |
| 3M | +3.4% | +4.0% | -0.5% | +2.8% |
| 6M | -32.7% | +9.3% | -42.0% | -32.3% |
| YTD | -25.5% | +14.7% | -40.1% | -27.9% |
| All | -27.8% | +16.8% | -44.6% | -31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling