+139.3%
LTH vs VIG
+66.8%
+72.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.5% |
| 7D | +1.5% | -0.4% | +1.9% | +2.2% |
| 30D | -3.1% | -2.1% | -1.0% | +0.2% |
| 3M | +28.1% | +3.3% | +24.8% | +21.4% |
| 6M | +67.4% | +9.3% | +58.1% | +45.5% |
| YTD | +59.8% | +10.1% | +49.6% | +37.3% |
| 1Y | +45.6% | +14.7% | +30.9% | +17.2% |
| 3Y | +162.0% | +56.9% | +105.1% | +26.0% |
| All | +139.3% | +66.8% | +72.4% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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