+63.9%
VXUS vs LTH
+268.4%
-204.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.3% |
| 7D | -1.8% | +4.5% | -6.2% | -2.4% |
| 30D | -4.6% | +16.3% | -20.9% | -6.6% |
| 3M | -6.1% | +8.4% | -14.5% | -7.2% |
| 6M | -4.9% | +40.3% | -45.2% | -9.8% |
| YTD | +8.1% | +77.3% | -69.2% | -1.3% |
| 1Y | +12.1% | +88.0% | -75.9% | +1.5% |
| 3Y | +63.9% | +274.3% | -210.4% | +38.3% |
| All | +63.9% | +268.4% | -204.5% | +38.3% |
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 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