-100.0%
LRHC vs VOO
+84.8%
-184.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.7% |
| 7D | -43.8% | -0.4% | -43.4% | -43.5% |
| 30D | -84.0% | -1.0% | -83.0% | -83.8% |
| 3M | -77.0% | +5.6% | -82.6% | -78.6% |
| 6M | -79.3% | +7.9% | -87.2% | -81.4% |
| YTD | -99.3% | +12.4% | -111.7% | -99.4% |
| 1Y | -99.9% | +14.4% | -114.4% | -99.9% |
| 3Y | -100.0% | +87.8% | -187.8% | -100.0% |
| All | -100.0% | +84.8% | -184.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling