+40.5%
LMBS price history and return analytics
+233.1%
-192.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | +1.1% | -1.7% | +2.8% | +1.1% |
| 3M | -0.2% | -2.3% | +2.1% | -0.2% |
| 6M | +0.1% | +1.5% | -1.5% | +0.1% |
| YTD | +1.4% | +12.0% | -10.6% | +1.4% |
| 1Y | +2.0% | +12.9% | -10.9% | +1.9% |
| 3Y | +18.1% | +74.9% | -56.9% | +18.0% |
| 5Y | +17.3% | +59.9% | -42.7% | +17.1% |
| 10Y | +26.8% | +224.6% | -197.8% | +28.1% |
| All | +40.5% | +233.1% | -192.6% | +43.0% |
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 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