+79.4%
VTV vs LTH
+150.3%
-71.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -2.1% | -3.7% | +1.7% | -1.6% |
| 30D | -1.3% | -5.3% | +4.0% | -0.6% |
| 3M | +5.6% | +24.2% | -18.6% | +2.4% |
| 6M | +12.4% | +54.8% | -42.4% | +5.3% |
| YTD | +17.6% | +56.1% | -38.4% | +9.9% |
| 1Y | +23.5% | +45.5% | -22.0% | +16.3% |
| 3Y | +67.0% | +155.9% | -88.9% | +43.5% |
| All | +79.4% | +150.3% | -71.0% | +49.2% |
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 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