+4.8%
VCIT vs LTH
+160.9%
-156.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | -0.6% | +0.3% | -0.3% |
| 30D | -0.8% | -4.6% | +3.8% | -0.6% |
| 3M | -1.0% | +32.8% | -33.8% | -2.2% |
| 6M | -1.8% | +64.6% | -66.5% | -4.0% |
| YTD | -0.7% | +62.6% | -63.3% | -2.9% |
| 1Y | +1.0% | +49.9% | -49.0% | -0.9% |
| 3Y | +18.8% | +151.3% | -132.5% | +13.0% |
| All | +4.8% | +160.9% | -156.0% | -3.1% |
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