-32.1%
LMNR price history and return analytics
+371.8%
-403.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +5.8% | +1.0% | +4.8% | +5.0% |
| 30D | +8.4% | -0.2% | +8.7% | +8.6% |
| 3M | +26.5% | +4.5% | +22.0% | +22.0% |
| 6M | +7.2% | +14.1% | -6.9% | -3.2% |
| YTD | +19.0% | +14.8% | +4.2% | +6.9% |
| 1Y | -3.3% | +21.2% | -24.5% | -16.7% |
| 3Y | +8.2% | +76.6% | -68.4% | -28.5% |
| 5Y | +3.6% | +66.6% | -63.0% | -29.6% |
| 10Y | -2.0% | +222.3% | -224.3% | -57.3% |
| All | -32.1% | +371.8% | -403.9% | -79.5% |
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