+21.4%
VZ vs LTH
+142.3%
-120.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +2.2% | +7.0% | -4.8% | +1.9% |
| 30D | +10.6% | +15.4% | -4.8% | +9.8% |
| 3M | -0.6% | +7.0% | -7.6% | -1.0% |
| 6M | +0.7% | +46.9% | -46.1% | -1.2% |
| YTD | +20.6% | +76.4% | -55.8% | +17.0% |
| 1Y | +22.7% | +83.7% | -61.0% | +18.7% |
| 3Y | +57.2% | +248.9% | -191.7% | +43.8% |
| 5Y | +21.4% | +141.8% | -120.4% | +7.3% |
| All | +21.4% | +142.3% | -120.9% | +7.3% |
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