+18.0%
VTR vs LTH
+79.8%
-61.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -0.9% |
| 7D | +0.2% | -1.3% | +1.5% | +0.3% |
| 30D | +5.5% | +15.7% | -10.2% | +4.7% |
| 3M | -0.9% | +5.0% | -5.9% | -1.4% |
| 6M | -0.4% | +37.7% | -38.1% | -0.7% |
| YTD | +17.0% | +75.0% | -58.0% | +17.0% |
| 1Y | +18.0% | +82.6% | -64.7% | +18.3% |
| All | +18.0% | +79.8% | -61.8% | +18.3% |
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