+225.9%
VIK vs LH
+64.5%
+161.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.3% | -2.9% |
| 7D | -0.8% | -3.2% | +2.4% | +0.6% |
| 30D | -18.0% | +0.1% | -18.2% | -18.1% |
| 3M | -5.8% | +18.6% | -24.4% | -13.0% |
| 6M | +17.2% | +17.9% | -0.8% | +8.4% |
| YTD | +19.1% | +28.9% | -9.8% | +5.7% |
| 1Y | +33.6% | +16.6% | +17.0% | +23.8% |
| All | +225.9% | +64.5% | +161.4% | +181.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling