-78.9%
LHAI vs VOO
+21.6%
-100.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +3.1% |
| 7D | +8.2% | -0.4% | +8.5% | +8.7% |
| 30D | +55.4% | -1.4% | +56.7% | +57.7% |
| 3M | +46.9% | +3.7% | +43.2% | +40.1% |
| 6M | -13.8% | +13.0% | -26.8% | -29.4% |
| YTD | -84.4% | +12.4% | -96.9% | -86.4% |
| 1Y | -85.7% | +18.6% | -104.3% | -89.6% |
| All | -78.9% | +21.6% | -100.4% | -87.1% |
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