-89.7%
LRMR price history and return analytics
+226.9%
-316.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.3% |
| 7D | +0.5% | -2.0% | +2.5% | +2.4% |
| 30D | -10.7% | -1.4% | -9.2% | -9.4% |
| 3M | +11.9% | +4.7% | +7.2% | +7.3% |
| 6M | -31.4% | +11.4% | -42.7% | -37.8% |
| YTD | +1.0% | +13.1% | -12.0% | -9.2% |
| 1Y | -3.8% | +19.0% | -22.8% | -17.2% |
| 3Y | +0.5% | +73.9% | -73.4% | -34.3% |
| 5Y | -71.6% | +65.4% | -137.0% | -81.0% |
| All | -89.7% | +226.9% | -316.6% | -96.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling