+95.1%
LSBK price history and return analytics
+53.4%
+41.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +1.3% | -2.3% | +3.7% | +1.7% |
| 30D | +5.5% | -5.0% | +10.5% | +6.4% |
| 3M | +10.4% | -4.9% | +15.3% | +11.3% |
| 6M | +20.1% | -1.5% | +21.6% | +20.2% |
| YTD | +31.4% | +8.5% | +22.9% | +29.3% |
| 1Y | +39.3% | +11.4% | +27.9% | +36.4% |
| 3Y | +174.8% | +70.1% | +104.7% | +155.7% |
| All | +95.1% | +53.4% | +41.7% | +81.5% |
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