+218.6%
LTL price history and return analytics
+357.6%
-139.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +1.4% |
| 7D | +14.2% | +0.4% | +13.8% | +13.6% |
| 30D | -6.3% | -2.6% | -3.7% | -2.8% |
| 3M | -8.6% | -3.2% | -5.4% | -4.4% |
| 6M | -18.7% | +0.9% | -19.6% | -20.0% |
| YTD | -21.7% | +11.3% | -33.0% | -32.6% |
| 1Y | -13.8% | +14.0% | -27.8% | -28.1% |
| 3Y | +104.5% | +75.8% | +28.7% | -0.8% |
| 5Y | +81.4% | +57.8% | +23.6% | +6.1% |
| 10Y | +110.7% | +219.8% | -109.1% | -48.3% |
| All | +218.6% | +357.6% | -139.0% | -55.0% |
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