+32.4%
LNT vs VEU
+53.0%
-20.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | -1.1% | -1.9% | +0.8% | -0.5% |
| 30D | -1.9% | -0.7% | -1.2% | -1.7% |
| 3M | -7.2% | +4.9% | -12.0% | -8.7% |
| 6M | -3.9% | +9.8% | -13.7% | -7.2% |
| YTD | +5.9% | +15.3% | -9.4% | +0.2% |
| 1Y | +8.4% | +23.0% | -14.7% | +0.1% |
| 3Y | +46.6% | +73.5% | -26.9% | +17.7% |
| 5Y | +32.4% | +54.5% | -22.0% | +2.2% |
| All | +32.4% | +53.0% | -20.6% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling