-1.2%
LTPZ price history and return analytics
+226.9%
-228.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.8% |
| 7D | -1.1% | -2.0% | +0.9% | -1.1% |
| 30D | -0.4% | -1.4% | +1.0% | -0.3% |
| 3M | -3.2% | +4.7% | -8.0% | -3.4% |
| 6M | -4.9% | +11.4% | -16.3% | -5.2% |
| YTD | -3.8% | +13.1% | -16.9% | -4.2% |
| 1Y | -5.4% | +19.0% | -24.4% | -5.8% |
| 3Y | -2.0% | +73.9% | -76.0% | -2.9% |
| 5Y | -32.2% | +65.4% | -97.6% | -33.6% |
| All | -1.2% | +226.9% | -228.0% | +0.4% |
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