-86.2%
LHAI price history and return analytics
+23.3%
-109.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +33.2% | +0.4% | +32.7% | +33.0% |
| 30D | +40.8% | +1.0% | +39.8% | +40.8% |
| 3M | +39.1% | +2.4% | +36.7% | +40.9% |
| 6M | -8.7% | +12.0% | -20.7% | -14.8% |
| YTD | -84.8% | +15.3% | -100.2% | -85.8% |
| 1Y | -86.2% | +22.6% | -108.8% | -86.9% |
| All | -86.2% | +23.3% | -109.6% | -86.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling