+644.1%
LMB price history and return analytics
+57.0%
+587.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +4.8% | +2.4% | +2.5% | +1.7% |
| 30D | +17.0% | -1.5% | +18.5% | +20.1% |
| 3M | +26.8% | -4.1% | +30.9% | +35.0% |
| 6M | -21.9% | +0.6% | -22.5% | -21.7% |
| YTD | -28.0% | +11.0% | -39.1% | -37.3% |
| 1Y | -22.4% | +13.3% | -35.7% | -34.2% |
| 3Y | +58.5% | +73.4% | -14.8% | -19.6% |
| All | +644.1% | +57.0% | +587.1% | +296.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling