+171.4%
LII vs VEU
+150.1%
+21.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -1.8% |
| 7D | +0.5% | +0.3% | +0.2% | +0.2% |
| 30D | -11.2% | +0.7% | -11.9% | -11.8% |
| 3M | -28.8% | +4.7% | -33.5% | -31.5% |
| 6M | -26.9% | +11.6% | -38.6% | -33.4% |
| YTD | -22.2% | +16.8% | -39.0% | -31.8% |
| 1Y | -32.0% | +24.9% | -56.8% | -43.7% |
| 3Y | -0.4% | +75.7% | -76.2% | -37.7% |
| 5Y | +22.4% | +56.1% | -33.7% | -16.5% |
| 10Y | +171.4% | +153.6% | +17.8% | +34.0% |
| All | +171.4% | +150.1% | +21.4% | +34.0% |
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