+81.0%
LTH vs VT
+15.2%
+65.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.0% |
| 7D | +9.9% | -0.3% | +10.2% | +10.1% |
| 30D | +18.3% | -1.4% | +19.7% | +19.5% |
| 3M | +5.9% | -1.4% | +7.3% | +6.8% |
| 6M | +80.3% | +5.5% | +74.9% | +69.2% |
| YTD | +78.3% | +12.8% | +65.5% | +56.8% |
| 1Y | +81.0% | +15.4% | +65.6% | +55.7% |
| All | +81.0% | +15.2% | +65.8% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling