-72.8%
LRMR price history and return analytics
+65.7%
-138.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.2% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -3.5% | -0.7% | -2.8% | -2.7% |
| 3M | +10.6% | +4.0% | +6.6% | +5.3% |
| 6M | -32.0% | +12.3% | -44.3% | -41.3% |
| YTD | +1.6% | +14.0% | -12.5% | -13.3% |
| 1Y | 0.0% | +20.3% | -20.3% | -19.9% |
| 3Y | +1.0% | +75.4% | -74.4% | -43.5% |
| 5Y | -72.8% | +66.0% | -138.7% | -84.3% |
| All | -72.8% | +65.7% | -138.5% | -84.3% |
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 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