+10.5%
LEMB price history and return analytics
+409.2%
-398.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +0.1% | -1.4% | +1.6% | +0.6% |
| 3M | -1.4% | -1.4% | -0.1% | -1.0% |
| 6M | +1.6% | +5.5% | -3.9% | -0.2% |
| YTD | +1.7% | +12.8% | -11.2% | -2.3% |
| 1Y | +5.0% | +15.4% | -10.4% | +0.2% |
| 3Y | +23.9% | +76.9% | -53.0% | +2.6% |
| 5Y | +10.0% | +60.4% | -50.4% | -6.8% |
| 10Y | +14.6% | +232.8% | -218.1% | -24.6% |
| All | +10.5% | +409.2% | -398.7% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling