-86.2%
LHAI vs VT
+21.4%
-107.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +41.3% | +1.0% | +40.3% | +41.4% |
| 30D | +41.1% | -0.2% | +41.4% | +40.9% |
| 3M | +38.1% | +4.5% | +33.6% | +36.5% |
| 6M | -13.4% | +14.1% | -27.5% | -21.9% |
| YTD | -84.8% | +14.8% | -99.6% | -85.9% |
| 1Y | -86.2% | +21.2% | -107.4% | -87.4% |
| All | -86.2% | +21.4% | -107.6% | -87.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling