+545.1%
LNT vs VEU
+190.9%
+354.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.0% | +1.7% | -0.6% | +0.2% |
| 30D | -1.1% | +1.0% | -2.1% | -1.6% |
| 3M | -3.6% | +5.6% | -9.2% | -6.5% |
| 6M | -2.7% | +13.7% | -16.3% | -9.5% |
| YTD | +8.0% | +17.7% | -9.7% | -1.5% |
| 1Y | +10.5% | +25.8% | -15.3% | -2.7% |
| 3Y | +49.6% | +77.1% | -27.5% | +9.5% |
| 5Y | +32.2% | +57.1% | -24.9% | +1.7% |
| 10Y | +141.8% | +149.8% | -8.0% | +41.5% |
| All | +545.1% | +190.9% | +354.1% | +209.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling