+135.2%
LTH vs ITOT
+77.4%
+57.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -4.0% | -0.4% | -3.6% | -3.5% |
| 30D | -1.7% | -1.6% | -0.1% | +0.4% |
| 3M | +28.0% | +3.5% | +24.4% | +21.4% |
| 6M | +54.1% | +13.1% | +40.9% | +29.4% |
| YTD | +57.1% | +12.7% | +44.4% | +32.7% |
| 1Y | +45.8% | +18.3% | +27.5% | +14.7% |
| 3Y | +157.6% | +76.4% | +81.2% | +11.7% |
| All | +135.2% | +77.4% | +57.8% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling