+221.9%
VIK vs LH
+57.3%
+164.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | +0.7% |
| 7D | -1.8% | -7.4% | +5.6% | +1.5% |
| 30D | -17.3% | -4.6% | -12.7% | -15.6% |
| 3M | -5.1% | +14.5% | -19.6% | -11.0% |
| 6M | +16.2% | +14.8% | +1.4% | +8.8% |
| YTD | +17.6% | +23.3% | -5.6% | +6.4% |
| 1Y | +33.5% | +13.6% | +19.9% | +25.1% |
| All | +221.9% | +57.3% | +164.6% | +183.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling