+156.6%
LTH price history and return analytics
+66.9%
+89.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.3% |
| 7D | -4.6% | +2.9% | -7.5% | -8.4% |
| 30D | +14.8% | -2.5% | +17.3% | +18.4% |
| 3M | +3.9% | -3.3% | +7.3% | +8.1% |
| 6M | +35.5% | +1.5% | +34.0% | +30.1% |
| YTD | +71.3% | +11.4% | +60.0% | +43.6% |
| 1Y | +75.7% | +11.9% | +63.8% | +46.2% |
| 3Y | +231.9% | +73.9% | +158.0% | +36.0% |
| 5Y | +130.5% | +57.9% | +72.6% | +6.2% |
| All | +156.6% | +66.9% | +89.6% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling