+164.2%
LTH price history and return analytics
+66.8%
+97.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -4.1% |
| 7D | +7.0% | +0.4% | +6.6% | +6.1% |
| 30D | +15.4% | -2.6% | +18.0% | +19.1% |
| 3M | +7.0% | -3.2% | +10.3% | +11.1% |
| 6M | +46.9% | +0.9% | +45.9% | +42.2% |
| YTD | +76.4% | +11.3% | +65.1% | +48.0% |
| 1Y | +83.7% | +14.0% | +69.7% | +48.5% |
| 3Y | +248.9% | +75.8% | +173.0% | +40.2% |
| 5Y | +141.8% | +57.8% | +84.0% | +11.7% |
| All | +164.2% | +66.8% | +97.3% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling