+143.5%
LTH vs VT
+72.9%
+70.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.4% |
| 7D | -0.6% | +0.4% | -1.1% | -1.3% |
| 30D | -4.6% | +1.0% | -5.6% | -6.0% |
| 3M | +32.8% | +2.4% | +30.4% | +27.4% |
| 6M | +64.6% | +12.0% | +52.6% | +38.5% |
| YTD | +62.6% | +15.3% | +47.3% | +30.8% |
| 1Y | +49.9% | +22.6% | +27.4% | +9.5% |
| 3Y | +151.3% | +74.7% | +76.7% | +4.5% |
| All | +143.5% | +72.9% | +70.7% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling