+82.6%
LTC vs VT
+57.4%
+25.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.4% |
| 7D | -0.4% | +0.4% | -0.7% | -0.5% |
| 30D | +6.4% | -2.6% | +9.0% | +7.3% |
| 3M | +14.4% | -3.2% | +17.7% | +15.6% |
| 6M | +18.3% | +0.9% | +17.3% | +17.3% |
| YTD | +37.3% | +11.3% | +26.0% | +30.5% |
| 1Y | +33.0% | +14.0% | +19.0% | +25.0% |
| 3Y | +72.7% | +75.8% | -3.2% | +30.4% |
| 5Y | +82.6% | +57.8% | +24.7% | +45.7% |
| All | +82.6% | +57.4% | +25.2% | +45.7% |
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