+52.2%
VMC vs LTH
+156.3%
-104.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.1% | -1.3% |
| 7D | -0.5% | +1.5% | -2.1% | -0.8% |
| 30D | -9.1% | -3.1% | -6.0% | -8.6% |
| 3M | -4.1% | +28.1% | -32.3% | -8.6% |
| 6M | -5.5% | +67.4% | -72.9% | -14.8% |
| YTD | -8.9% | +59.8% | -68.7% | -17.2% |
| 1Y | -12.9% | +45.6% | -58.5% | -19.6% |
| 3Y | +22.1% | +162.0% | -139.9% | -0.6% |
| All | +52.2% | +156.3% | -104.1% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling