-98.4%
LTBR price history and return analytics
+368.8%
-467.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.9% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -15.3% | -0.7% | -14.6% | -14.7% |
| 3M | -17.7% | +4.0% | -21.7% | -19.6% |
| 6M | -35.4% | +12.3% | -47.7% | -39.7% |
| YTD | -40.3% | +14.0% | -54.4% | -44.6% |
| 1Y | -47.8% | +20.3% | -68.1% | -52.7% |
| 3Y | +74.9% | +75.4% | -0.5% | +27.4% |
| 5Y | +28.7% | +66.0% | -37.3% | -0.4% |
| 10Y | -70.1% | +228.2% | -298.3% | -83.0% |
| All | -98.4% | +368.8% | -467.2% | -99.3% |
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