+162.1%
LTH vs VEU
+54.5%
+107.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | -1.3% | +2.1% | -3.4% | -3.7% |
| 30D | +15.7% | -0.9% | +16.6% | +16.5% |
| 3M | +5.0% | -5.4% | +10.4% | +11.2% |
| 6M | +37.7% | -1.8% | +39.5% | +37.9% |
| YTD | +75.0% | +10.9% | +64.1% | +48.8% |
| 1Y | +82.6% | +13.6% | +69.1% | +50.4% |
| 3Y | +241.3% | +69.3% | +172.1% | +56.0% |
| 5Y | +135.4% | +48.1% | +87.3% | +28.2% |
| All | +162.1% | +54.5% | +107.6% | +42.3% |
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