+167.2%
LTH vs VO
+45.8%
+121.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | +6.4% | -0.2% | +6.6% | +6.3% |
| 30D | +16.7% | +0.5% | +16.3% | +15.6% |
| 3M | +11.7% | -1.1% | +12.8% | +12.9% |
| 6M | +48.5% | +6.4% | +42.1% | +34.7% |
| YTD | +78.4% | +13.5% | +64.9% | +47.6% |
| 1Y | +89.7% | +13.6% | +76.1% | +56.9% |
| 3Y | +245.6% | +65.2% | +180.4% | +64.1% |
| 5Y | +142.7% | +37.7% | +105.0% | +39.3% |
| All | +167.2% | +45.8% | +121.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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