+4.0%
LII vs VEU
+77.5%
-73.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +0.6% |
| 7D | -0.7% | +1.1% | -1.9% | -1.9% |
| 30D | -12.6% | +2.2% | -14.8% | -14.7% |
| 3M | -24.4% | +3.0% | -27.4% | -26.8% |
| 6M | -28.7% | +10.9% | -39.6% | -36.2% |
| YTD | -19.1% | +18.2% | -37.3% | -32.7% |
| 1Y | -29.7% | +28.3% | -58.0% | -46.5% |
| All | +4.0% | +77.5% | -73.5% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling