+30.0%
LH price history and return analytics
+65.7%
-35.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.8% |
| 7D | -3.2% | -0.1% | -3.0% | -3.1% |
| 30D | +0.1% | -0.7% | +0.8% | +0.6% |
| 3M | +18.6% | +4.0% | +14.6% | +15.4% |
| 6M | +17.9% | +12.3% | +5.6% | +8.7% |
| YTD | +28.9% | +14.0% | +14.9% | +17.5% |
| 1Y | +16.6% | +20.3% | -3.7% | +2.4% |
| 3Y | +63.6% | +75.4% | -11.9% | +9.4% |
| 5Y | +30.0% | +66.0% | -35.9% | -14.1% |
| All | +30.0% | +65.7% | -35.7% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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