+55.4%
VXUS vs LH
+31.3%
+24.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | +1.0% | +2.0% | -1.0% | +0.5% |
| 3M | +5.7% | +24.3% | -18.6% | -0.2% |
| 6M | +13.6% | +21.1% | -7.5% | +7.9% |
| YTD | +17.4% | +30.4% | -13.0% | +9.2% |
| 1Y | +25.1% | +18.4% | +6.7% | +19.1% |
| 3Y | +75.8% | +65.5% | +10.4% | +50.1% |
| 5Y | +55.4% | +29.9% | +25.5% | +36.6% |
| All | +55.4% | +31.3% | +24.1% | +36.6% |
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