-19.8%
LMNR price history and return analytics
+229.8%
-249.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.8% | -2.7% |
| 7D | -12.9% | -1.1% | -11.8% | -12.1% |
| 30D | -5.6% | -1.0% | -4.7% | -4.9% |
| 3M | +0.3% | +3.2% | -2.8% | -2.6% |
| 6M | -4.7% | +12.5% | -17.2% | -14.7% |
| YTD | +3.3% | +14.1% | -10.7% | -8.7% |
| 1Y | -14.8% | +18.9% | -33.7% | -27.6% |
| 3Y | -6.6% | +74.1% | -80.7% | -42.9% |
| 5Y | -9.0% | +66.9% | -75.9% | -43.1% |
| All | -19.8% | +229.8% | -249.6% | -75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling