+40.9%
LMBS price history and return analytics
+222.5%
-181.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.3% | -2.3% | +2.6% | +0.3% |
| 30D | +1.7% | -5.0% | +6.7% | +1.7% |
| 3M | +0.1% | -4.9% | +5.0% | +0.2% |
| 6M | +0.4% | -1.5% | +1.9% | +0.4% |
| YTD | +1.7% | +8.5% | -6.8% | +1.7% |
| 1Y | +2.6% | +11.4% | -8.8% | +2.5% |
| 3Y | +18.5% | +70.1% | -51.6% | +18.4% |
| 5Y | +17.1% | +53.7% | -36.7% | +16.9% |
| 10Y | +26.7% | +220.0% | -193.2% | +28.1% |
| All | +40.9% | +222.5% | -181.6% | +43.4% |
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