+179.2%
LH vs VEU
+155.0%
+24.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +0.7% |
| 7D | -4.7% | -1.4% | -3.3% | -3.6% |
| 30D | -3.5% | -0.4% | -3.1% | -3.2% |
| 3M | +17.7% | +2.5% | +15.2% | +15.0% |
| 6M | +15.8% | +11.1% | +4.6% | +5.2% |
| YTD | +25.1% | +16.5% | +8.6% | +9.1% |
| 1Y | +12.5% | +22.9% | -10.4% | -6.3% |
| 3Y | +59.8% | +73.4% | -13.6% | -2.0% |
| 5Y | +27.1% | +56.1% | -29.0% | -15.2% |
| All | +179.2% | +155.0% | +24.2% | +10.2% |
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