-11.4%
LTL price history and return analytics
+11.9%
-23.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.3% |
| 7D | +7.2% | +2.4% | +4.9% | +4.6% |
| 30D | -4.3% | -1.5% | -2.8% | -2.8% |
| 3M | -8.4% | -4.1% | -4.3% | -4.4% |
| 6M | -16.6% | +0.6% | -17.2% | -17.1% |
| YTD | -19.9% | +11.0% | -30.9% | -30.0% |
| 1Y | -11.4% | +13.3% | -24.7% | -24.7% |
| All | -11.4% | +11.9% | -23.3% | -24.7% |
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