+53.8%
LH vs VT
+58.5%
-4.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +2.5% | +2.9% | -0.4% | +0.7% |
| 30D | +18.7% | -2.5% | +21.2% | +20.5% |
| 3M | +15.3% | -3.3% | +18.7% | +17.7% |
| 6M | +45.4% | +1.5% | +43.9% | +43.3% |
| YTD | +49.5% | +11.4% | +38.1% | +38.2% |
| 1Y | +41.4% | +11.9% | +29.5% | +30.2% |
| 3Y | +87.6% | +73.9% | +13.8% | +26.1% |
| 5Y | +53.8% | +57.9% | -4.1% | +4.2% |
| All | +53.8% | +58.5% | -4.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling