+47.2%
VXUS vs LH
+63.0%
-15.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.5% |
| 7D | +0.8% | +4.6% | -3.8% | -0.3% |
| 30D | -1.9% | +19.1% | -21.0% | -6.1% |
| 3M | -4.4% | +16.7% | -21.2% | -8.1% |
| 6M | -2.0% | +47.0% | -49.0% | -11.4% |
| YTD | +11.1% | +49.3% | -38.2% | -0.2% |
| 1Y | +15.1% | +48.6% | -33.6% | +3.4% |
| 3Y | +70.4% | +87.8% | -17.4% | +40.9% |
| 5Y | +47.2% | +65.0% | -17.9% | +20.9% |
| All | +47.2% | +63.0% | -15.9% | +20.9% |
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