+85.8%
VSH vs LTH
+85.5%
+0.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.4% |
| 7D | -1.6% | +6.4% | -8.0% | -2.1% |
| 30D | -21.3% | +16.7% | -38.0% | -22.3% |
| 3M | -18.9% | +11.7% | -30.6% | -19.5% |
| 6M | -21.4% | +48.5% | -69.9% | -27.4% |
| YTD | +86.8% | +78.4% | +8.4% | +61.5% |
| 1Y | +85.8% | +89.7% | -3.9% | +56.2% |
| All | +85.8% | +85.5% | +0.2% | +56.2% |
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