-100.0%
LRHC price history and return analytics
+81.9%
-181.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +158.6% | +4.5% | +154.2% | +148.0% |
| 7D | +158.6% | +4.5% | +154.2% | +148.0% |
| 30D | +158.6% | +4.5% | +154.2% | +148.0% |
| 3M | +163.3% | +2.4% | +161.0% | +158.5% |
| 6M | -68.9% | +12.0% | -80.9% | -73.2% |
| YTD | -95.4% | +15.3% | -110.8% | -96.2% |
| 1Y | -99.5% | +22.6% | -122.1% | -99.6% |
| All | -100.0% | +81.9% | -181.9% | -100.0% |
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