+58.0%
VZ vs LH
+87.4%
-29.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.9% | +2.5% | -1.6% | +0.6% |
| 30D | +6.9% | +18.7% | -11.8% | +4.1% |
| 3M | +0.6% | +15.3% | -14.7% | -1.6% |
| 6M | +0.3% | +45.4% | -45.1% | -5.3% |
| YTD | +21.9% | +49.5% | -27.6% | +14.3% |
| 1Y | +21.7% | +41.4% | -19.7% | +15.1% |
| All | +58.0% | +87.4% | -29.4% | +44.1% |
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