+26.4%
V vs LTH
+84.4%
-58.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | +2.2% | +4.5% | -2.3% | +1.7% |
| 30D | +13.6% | +16.3% | -2.8% | +11.8% |
| 3M | +14.3% | +8.4% | +5.9% | +13.2% |
| 6M | +33.1% | +40.3% | -7.2% | +28.9% |
| YTD | +21.2% | +77.3% | -56.0% | +13.6% |
| 1Y | +26.4% | +88.0% | -61.5% | +15.8% |
| All | +26.4% | +84.4% | -58.0% | +15.8% |
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