+159.8%
LBRX price history and return analytics
+16.2%
+143.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +11.4% | -0.1% | +11.6% | +11.8% |
| 30D | +20.7% | -3.1% | +23.8% | +22.9% |
| 3M | -2.0% | -3.5% | +1.5% | 0.0% |
| 6M | +40.6% | +0.5% | +40.1% | +40.4% |
| YTD | +101.9% | +10.8% | +91.1% | +89.9% |
| 1Y | +207.6% | +11.9% | +195.7% | +187.4% |
| All | +159.8% | +16.2% | +143.6% | +142.1% |
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