+420.1%
LH vs VOO
+807.8%
-387.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | +0.1% | -1.4% | +1.5% | +1.3% |
| 3M | +18.6% | +3.7% | +14.9% | +14.9% |
| 6M | +17.9% | +13.0% | +4.9% | +6.2% |
| YTD | +28.9% | +12.4% | +16.5% | +16.4% |
| 1Y | +16.6% | +18.6% | -2.0% | +0.6% |
| 3Y | +63.6% | +78.1% | -14.5% | -1.3% |
| 5Y | +30.0% | +82.3% | -52.2% | -24.2% |
| 10Y | +191.9% | +322.5% | -130.6% | -17.4% |
| All | +420.1% | +807.8% | -387.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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