-99.3%
LHSW price history and return analytics
+43.6%
-142.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.8% | +0.9% | -26.7% | -28.6% |
| 7D | -89.3% | -1.1% | -88.2% | -88.4% |
| 30D | -84.4% | -1.0% | -83.4% | -83.0% |
| 3M | -81.4% | +3.2% | -84.6% | -80.8% |
| 6M | -83.7% | +12.5% | -96.2% | -85.3% |
| YTD | -94.1% | +14.1% | -108.2% | -94.8% |
| 1Y | -98.7% | +18.9% | -117.6% | -98.9% |
| All | -99.3% | +43.6% | -142.9% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling