+57.3%
VZ vs LTH
+273.3%
-216.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | +5.6% | +5.3% | +0.3% | +5.5% |
| 30D | +1.9% | +18.3% | -16.4% | +1.4% |
| 3M | +0.8% | +5.4% | -4.6% | +0.6% |
| 6M | +0.6% | +62.5% | -61.9% | -0.3% |
| YTD | +20.8% | +79.6% | -58.9% | +19.3% |
| 1Y | +23.9% | +88.1% | -64.2% | +22.3% |
| All | +57.3% | +273.3% | -216.0% | +47.4% |
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