+500.0%
LH vs VOO
+800.4%
-300.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.1% | +2.6% | -1.5% | -1.0% |
| 30D | +16.7% | -2.0% | +18.7% | +18.6% |
| 3M | +15.1% | -2.8% | +17.9% | +17.6% |
| 6M | +46.3% | +2.2% | +44.2% | +43.1% |
| YTD | +48.8% | +11.5% | +37.2% | +35.1% |
| 1Y | +39.7% | +13.5% | +26.2% | +25.0% |
| 3Y | +87.0% | +78.1% | +9.0% | +12.9% |
| 5Y | +53.0% | +73.1% | -20.1% | -6.8% |
| 10Y | +264.3% | +310.7% | -46.4% | +5.2% |
| All | +500.0% | +800.4% | -300.4% | -4.3% |
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