+162.1%
LTH price history and return analytics
+66.4%
+95.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.4% | +2.6% |
| 7D | -1.3% | +2.4% | -3.6% | -4.5% |
| 30D | +15.7% | -1.5% | +17.2% | +17.5% |
| 3M | +5.0% | -4.1% | +9.1% | +10.4% |
| 6M | +37.7% | +0.6% | +37.1% | +34.1% |
| YTD | +75.0% | +11.0% | +64.0% | +47.3% |
| 1Y | +82.6% | +13.3% | +69.3% | +49.0% |
| 3Y | +241.3% | +73.4% | +167.9% | +40.3% |
| 5Y | +135.4% | +57.4% | +78.0% | +8.9% |
| All | +162.1% | +66.4% | +95.7% | +23.5% |
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