-100.0%
LRHC vs VOO
+78.0%
-177.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +2.3% |
| 7D | +4.7% | -1.5% | +6.2% | +7.1% |
| 30D | +1.8% | +0.6% | +1.3% | +1.0% |
| 3M | -57.8% | +5.0% | -62.7% | -61.1% |
| 6M | -98.0% | +8.1% | -106.1% | -98.2% |
| YTD | -98.2% | +9.6% | -107.8% | -98.5% |
| 1Y | -99.8% | +19.8% | -119.6% | -99.9% |
| All | -100.0% | +78.0% | -177.9% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling