+92.4%
ROIV vs LTH
+84.0%
+8.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.3% | -0.3% | +5.0% |
| 7D | +3.0% | +9.9% | -6.8% | +1.6% |
| 30D | +6.8% | +18.3% | -11.5% | +4.2% |
| 3M | +10.5% | +5.9% | +4.6% | +9.6% |
| 6M | +34.8% | +80.3% | -45.5% | +19.0% |
| YTD | +76.2% | +78.3% | -2.1% | +59.5% |
| 1Y | +92.4% | +81.0% | +11.4% | +73.8% |
| All | +92.4% | +84.0% | +8.4% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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