+57.8%
LTBR price history and return analytics
+74.2%
-16.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.2% | -6.8% |
| 7D | -7.4% | -1.1% | -6.3% | -4.6% |
| 30D | -21.0% | -1.0% | -20.1% | -18.7% |
| 3M | -23.4% | +3.2% | -26.5% | -28.5% |
| 6M | -42.1% | +12.5% | -54.6% | -55.3% |
| YTD | -44.5% | +14.1% | -58.5% | -58.0% |
| 1Y | -50.1% | +18.9% | -69.0% | -64.6% |
| 3Y | +57.8% | +74.1% | -16.3% | -31.2% |
| All | +57.8% | +74.2% | -16.5% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling