+21.8%
VZ vs LTH
+137.1%
-115.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.5% |
| 7D | +1.5% | -1.3% | +2.7% | +1.5% |
| 30D | +4.4% | +15.7% | -11.3% | +3.6% |
| 3M | -2.4% | +5.0% | -7.4% | -2.7% |
| 6M | +1.4% | +37.7% | -36.3% | -0.2% |
| YTD | +21.4% | +75.0% | -53.6% | +17.8% |
| 1Y | +20.3% | +82.6% | -62.4% | +16.4% |
| 3Y | +57.4% | +241.3% | -183.9% | +44.1% |
| All | +21.8% | +137.1% | -115.3% | +7.6% |
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