-53.7%
LMNR price history and return analytics
+356.5%
-410.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -3.7% | +2.4% | -6.0% | -5.2% |
| 30D | -13.5% | -1.5% | -12.0% | -12.6% |
| 3M | -25.8% | -4.1% | -21.7% | -23.6% |
| 6M | -22.7% | +0.6% | -23.3% | -23.5% |
| YTD | -18.8% | +11.0% | -29.9% | -25.4% |
| 1Y | -23.7% | +13.3% | -37.0% | -30.9% |
| 3Y | -25.4% | +73.4% | -98.7% | -50.0% |
| 5Y | -32.7% | +57.4% | -90.1% | -52.4% |
| 10Y | -39.4% | +221.7% | -261.1% | -73.5% |
| All | -53.7% | +356.5% | -410.2% | -85.7% |
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