+162.9%
LII vs VEU
+150.0%
+12.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | 0.0% |
| 7D | -0.2% | +2.4% | -2.6% | -2.2% |
| 30D | -0.6% | -2.0% | +1.4% | +1.1% |
| 3M | -17.0% | -5.1% | -11.9% | -13.3% |
| 6M | -31.1% | -0.7% | -30.4% | -30.8% |
| YTD | -27.7% | +11.0% | -38.7% | -33.9% |
| 1Y | -26.2% | +12.4% | -38.5% | -33.2% |
| 3Y | -9.6% | +69.8% | -79.4% | -42.1% |
| 5Y | +15.7% | +48.2% | -32.5% | -17.8% |
| All | +162.9% | +150.0% | +12.9% | +22.7% |
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