-1.0%
LRMR price history and return analytics
+23.4%
-24.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -2.7% |
| 7D | -5.4% | +0.1% | -5.5% | -5.7% |
| 30D | -6.8% | +0.8% | -7.6% | -8.0% |
| 3M | +19.7% | +2.8% | +16.9% | +14.7% |
| 6M | -30.5% | +13.0% | -43.5% | -43.4% |
| YTD | +0.5% | +15.4% | -14.8% | -18.7% |
| All | -1.0% | +23.4% | -24.4% | -27.8% |
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 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