+144.1%
VGT vs LTH
+160.9%
-16.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.0% | -0.6% | +1.6% | +1.1% |
| 30D | +1.3% | -4.6% | +5.9% | +2.3% |
| 3M | -1.1% | +32.8% | -34.0% | -8.1% |
| 6M | +32.6% | +64.6% | -32.0% | +16.2% |
| YTD | +29.0% | +62.6% | -33.6% | +13.1% |
| 1Y | +39.7% | +49.9% | -10.3% | +24.5% |
| 3Y | +120.9% | +151.3% | -30.4% | +69.5% |
| All | +144.1% | +160.9% | -16.8% | +71.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling