-80.3%
LHAI price history and return analytics
+22.2%
-102.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.9% | -6.5% |
| 7D | -8.3% | -2.0% | -6.3% | -7.9% |
| 30D | +36.7% | -1.4% | +38.1% | +37.0% |
| 3M | +34.1% | +4.7% | +29.3% | +29.1% |
| 6M | -24.0% | +11.4% | -35.3% | -32.3% |
| YTD | -85.5% | +13.1% | -98.5% | -87.0% |
| 1Y | -87.1% | +19.0% | -106.1% | -89.8% |
| All | -80.3% | +22.2% | -102.5% | -86.7% |
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