+103.0%
LEN vs VEU
+155.0%
-51.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.1% | +1.0% |
| 7D | -4.8% | -1.4% | -3.3% | -3.2% |
| 30D | -6.6% | -0.4% | -6.2% | -6.1% |
| 3M | -15.7% | +2.5% | -18.2% | -18.3% |
| 6M | -16.6% | +11.1% | -27.8% | -26.3% |
| YTD | -21.3% | +16.5% | -37.9% | -34.4% |
| 1Y | -42.0% | +22.9% | -65.0% | -54.6% |
| 3Y | -27.9% | +73.4% | -101.3% | -62.4% |
| 5Y | -10.7% | +56.1% | -66.8% | -47.0% |
| All | +103.0% | +155.0% | -51.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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