+81.0%
LTH vs VYM
+21.8%
+59.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +4.7% |
| 7D | +9.9% | +1.2% | +8.7% | +8.3% |
| 30D | +18.3% | +5.2% | +13.1% | +11.0% |
| 3M | +5.9% | +0.5% | +5.4% | +5.4% |
| 6M | +80.3% | +7.7% | +72.6% | +63.4% |
| YTD | +78.3% | +17.2% | +61.1% | +43.8% |
| 1Y | +81.0% | +21.7% | +59.4% | +36.1% |
| All | +81.0% | +21.8% | +59.2% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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