+126.4%
LTL price history and return analytics
+77.9%
+48.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -2.0% | +0.4% | -2.5% | -2.8% |
| 30D | +1.3% | +1.0% | +0.3% | -0.4% |
| 3M | -3.9% | +2.4% | -6.3% | -8.1% |
| 6M | -14.1% | +12.0% | -26.1% | -30.2% |
| YTD | -13.8% | +15.3% | -29.1% | -34.0% |
| 1Y | -8.9% | +22.6% | -31.5% | -38.1% |
| All | +126.4% | +77.9% | +48.5% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling