+87.1%
VTRS vs LH
+58.7%
+28.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.1% |
| 7D | -2.2% | -4.7% | +2.5% | 0.0% |
| 30D | +3.3% | -3.5% | +6.8% | +4.9% |
| 3M | +2.0% | +17.7% | -15.7% | -6.1% |
| 6M | +19.9% | +15.8% | +4.2% | +11.2% |
| YTD | +35.7% | +25.1% | +10.6% | +20.6% |
| 1Y | +68.1% | +12.5% | +55.6% | +57.1% |
| 3Y | +87.1% | +59.8% | +27.3% | +49.1% |
| All | +87.1% | +58.7% | +28.4% | +49.1% |
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 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