+162.1%
LTH vs ITOT
+75.4%
+86.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.7% |
| 7D | -1.3% | +2.5% | -3.8% | -4.5% |
| 30D | +15.7% | -1.7% | +17.4% | +17.7% |
| 3M | +5.0% | -3.4% | +8.3% | +9.0% |
| 6M | +37.7% | +2.1% | +35.6% | +31.9% |
| YTD | +75.0% | +11.5% | +63.5% | +48.9% |
| 1Y | +82.6% | +13.6% | +69.0% | +51.3% |
| 3Y | +241.3% | +77.2% | +164.1% | +44.6% |
| 5Y | +135.4% | +64.4% | +71.1% | +7.0% |
| All | +162.1% | +75.4% | +86.6% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling