+302.1%
LMB price history and return analytics
+221.4%
+80.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +10.6% | +1.0% | +9.6% | +9.7% |
| 30D | +1.7% | -0.2% | +2.0% | +1.9% |
| 3M | -39.8% | +4.5% | -44.3% | -41.9% |
| 6M | -39.7% | +14.1% | -53.7% | -46.2% |
| YTD | -36.4% | +14.8% | -51.1% | -43.4% |
| 1Y | -52.8% | +21.2% | -74.0% | -59.9% |
| 3Y | +37.5% | +76.6% | -39.1% | -10.4% |
| 5Y | +584.3% | +66.6% | +517.7% | +359.2% |
| 10Y | +302.1% | +222.3% | +79.8% | +118.2% |
| All | +302.1% | +221.4% | +80.7% | +118.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling