+87.0%
LH vs VIG
+67.2%
+19.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.1% | +3.5% | -2.4% | -2.0% |
| 30D | +16.7% | +4.9% | +11.8% | +11.9% |
| 3M | +15.1% | +2.5% | +12.6% | +12.6% |
| 6M | +46.3% | +11.0% | +35.3% | +33.6% |
| YTD | +48.8% | +16.0% | +32.8% | +30.7% |
| 1Y | +39.7% | +17.5% | +22.2% | +21.3% |
| 3Y | +87.0% | +67.0% | +20.0% | +15.3% |
| All | +87.0% | +67.2% | +19.8% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling