+132.4%
LEN vs VEU
+149.9%
-17.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -5.8% | +2.1% | -7.9% | -7.9% |
| 30D | +13.7% | -0.9% | +14.6% | +14.7% |
| 3M | -3.9% | -5.4% | +1.5% | +2.1% |
| 6M | -0.4% | -1.8% | +1.4% | +1.1% |
| YTD | -16.8% | +10.9% | -27.8% | -27.0% |
| 1Y | -29.5% | +13.6% | -43.1% | -39.7% |
| 3Y | -25.6% | +69.3% | -94.8% | -60.6% |
| 5Y | -13.2% | +48.1% | -61.3% | -45.6% |
| All | +132.4% | +149.9% | -17.5% | -21.2% |
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