+311.0%
LSBK price history and return analytics
+374.2%
-63.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.2% | +0.4% | +0.7% | +1.1% |
| 30D | +1.8% | +1.0% | +0.8% | +1.7% |
| 3M | +11.4% | +2.4% | +9.0% | +11.0% |
| 6M | +13.1% | +12.0% | +1.1% | +11.7% |
| YTD | +20.6% | +15.3% | +5.2% | +18.6% |
| 1Y | +34.3% | +22.6% | +11.7% | +31.2% |
| 3Y | +146.6% | +74.7% | +71.9% | +132.5% |
| 5Y | +82.7% | +66.1% | +16.5% | +72.6% |
| 10Y | +132.6% | +225.0% | -92.4% | +108.9% |
| All | +311.0% | +374.2% | -63.2% | +342.1% |
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 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