-85.4%
LHAI vs VT
+20.1%
-105.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -9.6% | +2.4% | -11.9% | -9.8% |
| 30D | -6.0% | -1.5% | -4.5% | -5.7% |
| 3M | +2.5% | -4.1% | +6.6% | +3.3% |
| 6M | -19.6% | +0.6% | -20.2% | -20.5% |
| YTD | -89.3% | +11.0% | -100.3% | -90.3% |
| 1Y | -92.5% | +13.3% | -105.8% | -93.5% |
| All | -85.4% | +20.1% | -105.5% | -90.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling