+9.6%
LOBO price history and return analytics
+23.3%
-13.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.7% |
| 7D | -6.8% | +0.4% | -7.3% | -7.0% |
| 30D | -20.1% | +1.0% | -21.1% | -20.5% |
| 3M | -28.7% | +2.4% | -31.0% | -29.6% |
| 6M | +5.1% | +12.0% | -6.9% | -3.7% |
| YTD | -5.7% | +15.3% | -21.1% | -16.2% |
| 1Y | +9.6% | +22.6% | -12.9% | -13.2% |
| All | +9.6% | +23.3% | -13.7% | -13.2% |
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