+221.3%
ROIV vs LH
+17.9%
+203.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.4% | +18.8% |
| 7D | +20.2% | -0.8% | +21.0% | +20.3% |
| 30D | +14.1% | +2.0% | +12.1% | +13.7% |
| 3M | +45.6% | +24.3% | +21.3% | +40.0% |
| 6M | +44.1% | +21.1% | +23.1% | +39.0% |
| YTD | +91.2% | +30.4% | +60.7% | +82.1% |
| 1Y | +221.3% | +18.4% | +202.9% | +213.1% |
| All | +221.3% | +17.9% | +203.4% | +213.1% |
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