+75.9%
VTI vs LTH
+150.3%
-74.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -2.0% | -3.7% | +1.7% | -1.3% |
| 30D | -1.9% | -5.3% | +3.4% | -1.0% |
| 3M | +4.5% | +24.2% | -19.6% | 0.0% |
| 6M | +12.6% | +54.8% | -42.2% | +2.6% |
| YTD | +12.0% | +56.1% | -44.1% | +1.6% |
| 1Y | +17.3% | +45.5% | -28.2% | +7.7% |
| 3Y | +75.3% | +155.9% | -80.5% | +41.2% |
| All | +75.9% | +150.3% | -74.4% | +34.5% |
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 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