+20.5%
VEA vs LH
+44.2%
-23.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.9% | -1.8% | +1.5% |
| 7D | +0.7% | +2.1% | -1.4% | +0.4% |
| 30D | -0.4% | +19.2% | -19.6% | -2.8% |
| 3M | -1.7% | +18.0% | -19.7% | -3.9% |
| 6M | +5.1% | +46.1% | -41.0% | -0.7% |
| YTD | +14.4% | +47.7% | -33.2% | +8.4% |
| 1Y | +20.5% | +47.2% | -26.7% | +14.0% |
| All | +20.5% | +44.2% | -23.7% | +14.0% |
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