-82.9%
LOBO price history and return analytics
+51.8%
-134.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +2.1% | +1.0% | +1.1% | +1.7% |
| 30D | -13.4% | -0.2% | -13.2% | -13.4% |
| 3M | -22.5% | +4.5% | -27.0% | -23.5% |
| 6M | +9.6% | +14.1% | -4.5% | +5.0% |
| YTD | -3.1% | +14.8% | -17.9% | -7.2% |
| 1Y | +7.0% | +21.2% | -14.2% | +1.6% |
| All | -82.9% | +51.8% | -134.7% | -85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling