+34.5%
VGT vs LTH
+45.0%
-10.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -1.0% | -3.7% | +2.7% | -0.7% |
| 30D | -0.4% | -5.3% | +4.9% | 0.0% |
| 3M | +6.6% | +24.2% | -17.6% | +3.0% |
| 6M | +31.0% | +54.8% | -23.8% | +22.1% |
| YTD | +27.2% | +56.1% | -28.8% | +18.9% |
| 1Y | +34.5% | +45.5% | -11.1% | +29.3% |
| All | +34.5% | +45.0% | -10.5% | +29.3% |
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