+223.5%
LTH vs VLTO
+56.3%
+167.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +6.4% | +1.6% | +4.8% | +5.5% |
| 30D | +16.7% | +22.0% | -5.2% | +4.2% |
| 3M | +11.7% | +21.9% | -10.2% | -0.5% |
| 6M | +48.5% | +36.5% | +12.0% | +23.2% |
| YTD | +78.4% | +19.0% | +59.4% | +61.3% |
| 1Y | +89.7% | +21.0% | +68.7% | +69.3% |
| 3Y | +245.6% | +69.9% | +175.7% | +135.0% |
| All | +223.5% | +56.3% | +167.1% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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