-4.5%
LHX vs VSH
+118.1%
-122.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.4% | -6.6% | -2.1% |
| 7D | -2.4% | +4.1% | -6.5% | -2.4% |
| 30D | -10.4% | -4.2% | -6.2% | -10.4% |
| 3M | -16.9% | -50.0% | +33.1% | -15.9% |
| 6M | -29.9% | +80.2% | -110.1% | -35.9% |
| YTD | -12.0% | +121.1% | -133.1% | -21.9% |
| 1Y | -4.5% | +112.0% | -116.5% | -14.0% |
| All | -4.5% | +118.1% | -122.7% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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