+141.8%
LSBK price history and return analytics
+221.4%
-79.7%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.7% |
| 7D | +4.3% | +1.0% | +3.3% | +4.1% |
| 30D | +5.6% | -0.2% | +5.8% | +5.6% |
| 3M | +14.2% | +4.5% | +9.7% | +12.8% |
| 6M | +17.0% | +14.1% | +3.0% | +12.5% |
| YTD | +24.9% | +14.8% | +10.1% | +19.8% |
| 1Y | +41.0% | +21.2% | +19.8% | +33.1% |
| 3Y | +152.4% | +76.6% | +75.9% | +113.4% |
| 5Y | +88.7% | +66.6% | +22.1% | +61.9% |
| 10Y | +141.8% | +222.3% | -80.5% | +70.6% |
| All | +141.8% | +221.4% | -79.7% | +70.6% |
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 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