+142.1%
VIAV vs LTH
+150.3%
-8.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.4% |
| 7D | +11.2% | -3.7% | +14.9% | +12.0% |
| 30D | -2.6% | -5.3% | +2.7% | -1.6% |
| 3M | -20.1% | +24.2% | -44.3% | -24.2% |
| 6M | +25.8% | +54.8% | -29.0% | +13.5% |
| YTD | +109.9% | +56.1% | +53.8% | +88.3% |
| 1Y | +214.3% | +45.5% | +168.7% | +185.6% |
| 3Y | +281.6% | +155.9% | +125.7% | +194.7% |
| All | +142.1% | +150.3% | -8.3% | +74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling