+810.9%
VOO vs LH
+507.2%
+303.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +2.6% | +1.1% | +1.5% | +2.2% |
| 30D | -2.0% | +16.7% | -18.7% | -7.9% |
| 3M | -2.8% | +15.1% | -17.9% | -8.3% |
| 6M | +2.2% | +46.3% | -44.2% | -12.7% |
| YTD | +11.5% | +48.8% | -37.2% | -5.8% |
| 1Y | +13.5% | +39.7% | -26.2% | -1.7% |
| 3Y | +78.1% | +87.0% | -9.0% | +34.2% |
| 5Y | +73.1% | +53.0% | +20.1% | +39.5% |
| 10Y | +310.7% | +264.3% | +46.4% | +113.7% |
| All | +810.9% | +507.2% | +303.8% | +270.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling