+26.0%
V vs LTH
+89.8%
-63.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +0.8% | +6.4% | -5.6% | +0.1% |
| 30D | +9.9% | +16.7% | -6.8% | +8.2% |
| 3M | +17.5% | +11.7% | +5.8% | +16.1% |
| 6M | +33.5% | +48.5% | -15.1% | +28.6% |
| YTD | +21.6% | +78.4% | -56.8% | +14.0% |
| All | +26.0% | +89.8% | -63.7% | +16.5% |
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