+77.4%
VTI vs LTH
+241.8%
-164.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.8% |
| 7D | +2.5% | -1.3% | +3.8% | +2.7% |
| 30D | -1.5% | +15.7% | -17.2% | -4.0% |
| 3M | -3.2% | +5.0% | -8.2% | -4.2% |
| 6M | +2.3% | +37.7% | -35.4% | -3.8% |
| YTD | +11.6% | +75.0% | -63.4% | -0.3% |
| 1Y | +13.8% | +82.6% | -68.9% | +0.7% |
| 3Y | +77.4% | +241.3% | -163.9% | +45.5% |
| All | +77.4% | +241.8% | -164.4% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling