+273.5%
LMB price history and return analytics
+221.8%
+51.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +4.8% | +2.4% | +2.5% | +2.8% |
| 30D | +17.0% | -1.5% | +18.5% | +19.2% |
| 3M | +26.8% | -4.1% | +30.9% | +32.3% |
| 6M | -21.9% | +0.6% | -22.5% | -21.5% |
| YTD | -28.0% | +11.0% | -39.1% | -33.9% |
| 1Y | -22.4% | +13.3% | -35.7% | -29.9% |
| 3Y | +58.5% | +73.4% | -14.8% | +4.9% |
| 5Y | +613.8% | +57.4% | +556.3% | +398.9% |
| All | +273.5% | +221.8% | +51.8% | +80.0% |
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 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