+20.8%
VGT vs LTH
+76.0%
-55.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.2% |
| 7D | +5.6% | -4.6% | +10.3% | +6.0% |
| 30D | -10.6% | +14.8% | -25.4% | -11.7% |
| 3M | -6.9% | +3.9% | -10.8% | -7.2% |
| 6M | +0.9% | +35.5% | -34.6% | -3.8% |
| YTD | +20.4% | +71.3% | -50.9% | +10.0% |
| All | +20.8% | +76.0% | -55.2% | +9.9% |
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 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