+73.6%
VEA vs LTH
+153.7%
-80.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -2.1% | -3.7% | +1.7% | -1.5% |
| 30D | -1.1% | -5.3% | +4.3% | -0.3% |
| 3M | +5.1% | +24.2% | -19.1% | +1.4% |
| 6M | +9.8% | +54.8% | -45.1% | +2.2% |
| YTD | +15.9% | +56.1% | -40.1% | +7.6% |
| 1Y | +24.6% | +45.5% | -21.0% | +16.6% |
| All | +73.6% | +153.7% | -80.1% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling