+339.5%
LPTH vs VT
+66.2%
+273.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -13.9% | +0.4% | -14.3% | -14.4% |
| 30D | -19.3% | +1.0% | -20.3% | -20.1% |
| 3M | -45.1% | +2.4% | -47.5% | -45.6% |
| 6M | -18.1% | +12.0% | -30.1% | -27.3% |
| YTD | -10.5% | +15.3% | -25.8% | -24.0% |
| 1Y | +69.1% | +22.6% | +46.5% | +35.7% |
| 3Y | +452.6% | +74.7% | +377.9% | +186.0% |
| All | +339.5% | +66.2% | +273.4% | +170.6% |
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 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