+81.0%
LTH vs ITOT
+14.7%
+66.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.0% |
| 7D | +9.9% | -0.7% | +10.5% | +10.4% |
| 30D | +18.3% | -1.1% | +19.4% | +19.2% |
| 3M | +5.9% | -0.8% | +6.8% | +6.4% |
| 6M | +80.3% | +7.0% | +73.3% | +66.2% |
| YTD | +78.3% | +13.3% | +65.0% | +55.7% |
| 1Y | +81.0% | +14.8% | +66.2% | +56.1% |
| All | +81.0% | +14.7% | +66.3% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling