+100.2%
ROIV vs LH
+43.1%
+57.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +9.5% | +1.2% | +8.3% | +9.2% |
| 30D | +21.0% | +18.0% | +3.0% | +17.1% |
| 3M | +18.7% | +15.7% | +3.0% | +15.1% |
| 6M | +44.5% | +46.6% | -2.1% | +33.2% |
| YTD | +92.9% | +49.5% | +43.4% | +76.2% |
| 1Y | +100.2% | +40.2% | +60.1% | +81.2% |
| All | +100.2% | +43.1% | +57.1% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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