+146.4%
LSBK price history and return analytics
+217.6%
-71.3%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.8% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | +4.4% | -3.1% | +7.5% | +5.2% |
| 3M | +11.7% | -3.5% | +15.2% | +12.8% |
| 6M | +20.5% | +0.5% | +20.0% | +20.1% |
| YTD | +32.2% | +10.8% | +21.4% | +27.9% |
| 1Y | +35.5% | +11.9% | +23.6% | +30.7% |
| 3Y | +180.3% | +73.0% | +107.3% | +138.3% |
| 5Y | +96.3% | +58.6% | +37.7% | +70.9% |
| 10Y | +146.4% | +219.2% | -72.8% | +96.1% |
| All | +146.4% | +217.6% | -71.3% | +96.1% |
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