+2.4%
LMUB price history and return analytics
+32.6%
-30.2%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +1.1% | -2.3% | +3.4% | +1.2% |
| 30D | +6.0% | -5.0% | +10.9% | +6.2% |
| 3M | -1.6% | -4.9% | +3.3% | -1.3% |
| 6M | -2.4% | -1.5% | -0.8% | -2.3% |
| YTD | -0.7% | +8.5% | -9.2% | -0.8% |
| 1Y | -0.4% | +11.4% | -11.8% | -0.4% |
| All | +2.4% | +32.6% | -30.2% | +2.8% |
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