+47.2%
LH vs VIG
+19.5%
+27.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.1% | +1.8% | +1.8% |
| 7D | +2.1% | +2.7% | -0.6% | -0.6% |
| 30D | +19.2% | +7.0% | +12.2% | +11.9% |
| 3M | +18.0% | +4.0% | +14.0% | +13.7% |
| 6M | +46.1% | +12.3% | +33.8% | +32.0% |
| YTD | +47.7% | +16.4% | +31.3% | +29.0% |
| 1Y | +47.2% | +19.2% | +28.0% | +25.8% |
| All | +47.2% | +19.5% | +27.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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