-37.7%
LMRI price history and return analytics
+15.0%
-52.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.5% |
| 7D | -0.9% | +1.0% | -1.9% | -2.3% |
| 30D | -0.3% | -0.2% | -0.1% | +0.1% |
| 3M | +41.9% | +4.5% | +37.4% | +32.2% |
| 6M | -22.0% | +14.1% | -36.1% | -41.7% |
| YTD | -37.6% | +14.8% | -52.4% | -53.1% |
| All | -37.7% | +15.0% | -52.7% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling