+622.3%
LMB price history and return analytics
+53.4%
+568.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.2% |
| 7D | +10.4% | -2.3% | +12.8% | +14.5% |
| 30D | +4.9% | -5.0% | +9.8% | +12.9% |
| 3M | +11.5% | -4.9% | +16.4% | +19.9% |
| 6M | -30.6% | -1.5% | -29.0% | -28.4% |
| YTD | -31.3% | +8.5% | -39.8% | -38.3% |
| 1Y | -35.2% | +11.4% | -46.6% | -43.7% |
| 3Y | +76.5% | +70.1% | +6.4% | -7.8% |
| All | +622.3% | +53.4% | +568.9% | +287.3% |
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