+499.8%
LMB price history and return analytics
+233.9%
+265.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +13.5% | -0.1% | +13.7% | +14.0% |
| 30D | +10.6% | -3.1% | +13.6% | +13.7% |
| 3M | +22.3% | -3.5% | +25.8% | +26.2% |
| 6M | -21.0% | +0.5% | -21.5% | -20.6% |
| YTD | -27.2% | +10.8% | -38.0% | -32.0% |
| 1Y | -27.4% | +11.9% | -39.3% | -32.6% |
| 3Y | +56.3% | +73.0% | -16.7% | +11.5% |
| 5Y | +608.5% | +58.6% | +549.9% | +424.4% |
| 10Y | +272.9% | +219.2% | +53.7% | +130.3% |
| All | +499.8% | +233.9% | +265.9% | +273.6% |
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