+512.3%
LMB price history and return analytics
+237.7%
+274.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.2% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +13.3% | -1.7% | +15.0% | +15.3% |
| 3M | +24.7% | -2.3% | +27.0% | +27.5% |
| 6M | -23.8% | +1.5% | -25.3% | -24.0% |
| YTD | -25.7% | +12.0% | -37.7% | -31.2% |
| 1Y | -24.9% | +12.9% | -37.8% | -30.8% |
| 3Y | +59.5% | +74.9% | -15.4% | +12.8% |
| 5Y | +642.7% | +59.9% | +582.8% | +445.7% |
| 10Y | +278.2% | +224.6% | +53.5% | +131.5% |
| All | +512.3% | +237.7% | +274.6% | +278.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling