+222.0%
LHX vs VEU
+155.0%
+67.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.2% | -1.7% |
| 7D | -4.3% | -1.4% | -2.8% | -3.5% |
| 30D | -15.1% | -0.4% | -14.7% | -15.0% |
| 3M | -21.0% | +2.5% | -23.5% | -22.5% |
| 6M | -32.0% | +11.1% | -43.1% | -36.7% |
| YTD | -15.3% | +16.5% | -31.8% | -23.4% |
| 1Y | -11.1% | +22.9% | -34.0% | -22.1% |
| 3Y | +54.0% | +73.4% | -19.4% | +7.6% |
| 5Y | +17.1% | +56.1% | -39.0% | -13.2% |
| All | +222.0% | +155.0% | +67.1% | +65.2% |
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