+57.4%
LH vs VIG
+54.7%
+2.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.0% |
| 7D | -7.4% | -2.2% | -5.2% | -5.6% |
| 30D | -4.6% | -3.2% | -1.4% | -1.9% |
| 3M | +14.5% | +3.0% | +11.5% | +11.8% |
| 6M | +14.8% | +8.1% | +6.7% | +7.6% |
| YTD | +23.3% | +9.1% | +14.2% | +14.6% |
| 1Y | +13.6% | +12.6% | +1.0% | +2.8% |
| All | +57.4% | +54.7% | +2.7% | +10.7% |
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