+234.1%
LTH vs VO
+66.5%
+167.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.1% |
| 7D | -4.6% | +2.9% | -7.6% | -8.1% |
| 30D | +14.8% | +1.0% | +13.8% | +13.1% |
| 3M | +3.9% | -1.7% | +5.7% | +6.0% |
| 6M | +35.5% | +6.7% | +28.8% | +23.6% |
| YTD | +71.3% | +14.0% | +57.4% | +43.4% |
| 1Y | +75.7% | +13.7% | +62.0% | +47.6% |
| All | +234.1% | +66.5% | +167.6% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling