+47.2%
LH vs VO
+16.3%
+31.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.1% | +3.3% |
| 7D | +2.1% | +1.0% | +1.1% | +1.5% |
| 30D | +19.2% | +2.6% | +16.5% | +17.2% |
| 3M | +18.0% | -0.3% | +18.3% | +18.2% |
| 6M | +46.1% | +7.6% | +38.5% | +38.7% |
| YTD | +47.7% | +14.7% | +33.0% | +33.8% |
| 1Y | +47.2% | +16.4% | +30.8% | +31.9% |
| All | +47.2% | +16.3% | +31.0% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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