-6.7%
LTL price history and return analytics
+23.4%
-30.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.6% | +0.5% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +1.7% | +0.8% | +0.9% | +0.8% |
| 3M | +0.1% | +2.8% | -2.6% | -2.7% |
| 6M | -10.3% | +13.0% | -23.3% | -23.2% |
| YTD | -11.7% | +15.4% | -27.0% | -26.8% |
| All | -6.7% | +23.4% | -30.1% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling