-98.5%
LHSW price history and return analytics
+43.6%
-142.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.7% | -0.6% | -22.1% | -20.8% |
| 7D | -72.5% | -0.1% | -72.4% | -71.1% |
| 30D | -66.3% | -0.7% | -65.7% | -63.7% |
| 3M | -60.6% | +4.0% | -64.6% | -60.5% |
| 6M | -60.9% | +12.3% | -73.2% | -64.7% |
| YTD | -87.5% | +14.0% | -101.6% | -89.1% |
| 1Y | -97.4% | +20.3% | -117.7% | -98.0% |
| All | -98.5% | +43.6% | -142.1% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling