+120.4%
LTL price history and return analytics
+217.6%
-97.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | +12.4% | -0.1% | +12.6% | +12.6% |
| 30D | -5.7% | -3.1% | -2.7% | -1.3% |
| 3M | -8.7% | -3.5% | -5.2% | -3.8% |
| 6M | -18.2% | +0.5% | -18.6% | -19.2% |
| YTD | -21.2% | +10.8% | -32.0% | -32.8% |
| 1Y | -15.1% | +11.9% | -27.0% | -28.6% |
| 3Y | +99.5% | +73.0% | +26.5% | -7.6% |
| 5Y | +82.9% | +58.6% | +24.3% | -0.9% |
| 10Y | +120.4% | +219.2% | -98.8% | -48.6% |
| All | +120.4% | +217.6% | -97.3% | -48.6% |
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