-98.9%
LRMR price history and return analytics
+224.4%
-323.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +3.2% |
| 7D | +6.8% | +0.4% | +6.4% | +7.2% |
| 30D | -5.2% | -2.6% | -2.6% | -1.8% |
| 3M | -39.2% | -3.2% | -35.9% | -36.6% |
| 6M | -36.3% | +0.9% | -37.2% | -36.3% |
| YTD | -33.6% | +11.3% | -44.9% | -39.4% |
| 1Y | -26.9% | +14.0% | -40.9% | -34.7% |
| 3Y | +7.7% | +75.8% | -68.2% | -32.8% |
| 5Y | -79.9% | +57.8% | -137.7% | -86.4% |
| 10Y | -93.9% | +219.8% | -313.7% | -98.0% |
| All | -98.9% | +224.4% | -323.4% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling