+55.1%
LTPZ price history and return analytics
+459.0%
-403.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | 0.0% |
| 7D | -1.8% | -0.7% | -1.1% | -1.9% |
| 30D | +2.9% | -1.7% | +4.6% | +2.8% |
| 3M | -2.5% | -2.3% | -0.1% | -2.6% |
| 6M | -5.8% | +1.5% | -7.3% | -5.6% |
| YTD | -5.8% | +12.0% | -17.9% | -5.0% |
| 1Y | -8.4% | +12.9% | -21.2% | -7.5% |
| 3Y | +1.3% | +74.9% | -73.7% | +6.5% |
| 5Y | -36.3% | +59.9% | -96.2% | -34.1% |
| 10Y | +1.5% | +224.6% | -223.1% | +21.2% |
| All | +55.1% | +459.0% | -403.9% | +107.5% |
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