+55.9%
VZ vs LH
+80.4%
-24.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +2.1% | +1.4% | +0.7% | +1.9% |
| 30D | +1.4% | +17.5% | -16.1% | -1.1% |
| 3M | -1.3% | +16.1% | -17.3% | -3.5% |
| 6M | -0.5% | +43.4% | -43.9% | -5.9% |
| YTD | +19.6% | +47.2% | -27.6% | +12.4% |
| 1Y | +22.4% | +50.1% | -27.8% | +14.6% |
| 3Y | +55.9% | +81.2% | -25.3% | +42.4% |
| All | +55.9% | +80.4% | -24.5% | +42.4% |
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