+148.6%
LBRX price history and return analytics
+16.5%
+132.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +2.4% | +2.4% | 0.0% | +0.9% |
| 30D | +26.5% | -1.5% | +28.0% | +27.7% |
| 3M | -2.8% | -4.1% | +1.3% | -0.6% |
| 6M | +33.1% | +0.6% | +32.6% | +32.8% |
| YTD | +93.2% | +11.0% | +82.2% | +81.5% |
| 1Y | +188.7% | +13.3% | +175.3% | +168.2% |
| All | +148.6% | +16.5% | +132.1% | +131.4% |
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