+3.3%
VCIT vs LTH
+155.3%
-152.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.2% |
| 7D | +0.5% | +5.3% | -4.8% | +0.2% |
| 30D | +2.1% | +18.3% | -16.2% | +1.4% |
| 3M | -1.6% | +5.4% | -7.0% | -1.8% |
| 6M | -1.6% | +62.5% | -64.1% | -3.7% |
| YTD | -1.5% | +79.6% | -81.2% | -4.1% |
| 1Y | -0.4% | +88.1% | -88.5% | -3.2% |
| 3Y | +19.6% | +272.5% | -252.9% | +11.9% |
| 5Y | +3.3% | +146.1% | -142.9% | -4.9% |
| All | +3.3% | +155.3% | -152.1% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling