+170.6%
LII vs VEU
+144.2%
+26.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | +0.1% |
| 7D | +0.4% | +0.5% | -0.1% | 0.0% |
| 30D | -2.4% | -2.3% | -0.1% | -0.5% |
| 3M | -17.5% | -4.4% | -13.1% | -14.4% |
| 6M | -32.8% | -2.2% | -30.7% | -31.6% |
| YTD | -27.7% | +10.9% | -38.6% | -33.9% |
| 1Y | -28.1% | +13.4% | -41.4% | -35.4% |
| 3Y | -9.7% | +69.7% | -79.4% | -42.0% |
| 5Y | +19.5% | +50.0% | -30.5% | -15.8% |
| 10Y | +170.6% | +145.8% | +24.8% | +34.6% |
| All | +170.6% | +144.2% | +26.5% | +34.6% |
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 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