+38.4%
VFC vs LTH
+79.8%
-41.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.1% | +2.3% |
| 7D | +1.6% | -1.3% | +2.9% | +2.2% |
| 30D | +25.5% | +15.7% | +9.8% | +17.9% |
| 3M | +41.3% | +5.0% | +36.3% | +38.4% |
| 6M | +22.2% | +37.7% | -15.5% | +5.4% |
| YTD | +16.4% | +75.0% | -58.6% | -13.3% |
| 1Y | +38.4% | +82.6% | -44.2% | -2.0% |
| All | +38.4% | +79.8% | -41.3% | -2.0% |
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