+486.0%
LH vs VEU
+192.1%
+293.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.7% |
| 7D | -2.5% | +1.1% | -3.6% | -3.0% |
| 30D | +4.3% | +2.2% | +2.2% | +3.1% |
| 3M | +25.5% | +3.0% | +22.5% | +23.1% |
| 6M | +17.0% | +10.9% | +6.1% | +10.0% |
| YTD | +31.3% | +18.2% | +13.1% | +19.1% |
| 1Y | +20.0% | +28.3% | -8.3% | +4.1% |
| 3Y | +63.9% | +74.6% | -10.8% | +19.9% |
| 5Y | +30.9% | +56.4% | -25.5% | +0.9% |
| 10Y | +191.4% | +153.0% | +38.4% | +77.9% |
| All | +486.0% | +192.1% | +293.8% | +219.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling