-93.8%
LRMR price history and return analytics
+222.7%
-316.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +16.4% | +2.9% | +13.5% | +13.4% |
| 30D | +25.0% | -2.5% | +27.5% | +29.2% |
| 3M | -38.2% | -3.3% | -34.9% | -35.8% |
| 6M | -34.6% | +1.5% | -36.2% | -34.9% |
| YTD | -29.1% | +11.4% | -40.5% | -34.8% |
| 1Y | -19.9% | +11.9% | -31.8% | -26.6% |
| 3Y | +10.2% | +73.9% | -63.7% | -27.0% |
| 5Y | -76.3% | +57.9% | -134.2% | -83.4% |
| All | -93.8% | +222.7% | -316.5% | -97.3% |
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