+657.3%
LHX price history and return analytics
+364.8%
+292.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.2% |
| 7D | -4.8% | -2.0% | -2.8% | -3.3% |
| 30D | -12.7% | -1.4% | -11.3% | -11.8% |
| 3M | -17.6% | +4.7% | -22.4% | -20.9% |
| 6M | -30.7% | +11.4% | -42.1% | -36.8% |
| YTD | -14.3% | +13.1% | -27.4% | -22.9% |
| 1Y | -8.4% | +19.0% | -27.4% | -20.8% |
| 3Y | +56.7% | +73.9% | -17.3% | -1.6% |
| 5Y | +18.5% | +65.4% | -46.9% | -24.4% |
| 10Y | +229.6% | +225.4% | +4.1% | +16.2% |
| All | +657.3% | +364.8% | +292.5% | +107.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling