+20.2%
VZ vs LTH
+142.9%
-122.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.9% |
| 7D | +2.1% | +4.5% | -2.3% | +1.9% |
| 30D | +1.4% | +16.3% | -15.0% | +0.6% |
| 3M | -1.3% | +8.4% | -9.6% | -1.7% |
| 6M | -0.5% | +40.3% | -40.8% | -2.2% |
| YTD | +19.6% | +77.3% | -57.6% | +16.0% |
| 1Y | +22.4% | +88.0% | -65.6% | +18.3% |
| 3Y | +55.9% | +274.3% | -218.4% | +41.9% |
| All | +20.2% | +142.9% | -122.7% | +6.3% |
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 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