+166.7%
LTH vs VEU
+77.7%
+89.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.2% |
| 7D | -0.6% | +1.1% | -1.8% | -1.7% |
| 30D | -4.6% | +2.2% | -6.8% | -6.6% |
| 3M | +32.8% | +3.0% | +29.8% | +28.2% |
| 6M | +64.6% | +10.9% | +53.8% | +47.2% |
| YTD | +62.6% | +18.2% | +44.4% | +34.5% |
| 1Y | +49.9% | +28.3% | +21.7% | +12.3% |
| All | +166.7% | +77.7% | +89.0% | +10.8% |
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