+621.7%
LMB price history and return analytics
+58.5%
+563.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.2% |
| 7D | +3.9% | +2.9% | +1.1% | +0.1% |
| 30D | +10.5% | -2.5% | +13.0% | +15.1% |
| 3M | +26.0% | -3.3% | +29.4% | +32.7% |
| 6M | -21.7% | +1.5% | -23.2% | -22.5% |
| YTD | -27.2% | +11.4% | -38.6% | -36.9% |
| 1Y | -27.9% | +11.9% | -39.9% | -37.8% |
| 3Y | +56.2% | +73.9% | -17.7% | -21.1% |
| 5Y | +621.7% | +57.9% | +563.8% | +281.1% |
| All | +621.7% | +58.5% | +563.1% | +281.1% |
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