+139.3%
LTH vs VEU
+64.0%
+75.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | +1.5% | +1.7% | -0.1% | -0.5% |
| 30D | -3.1% | +1.0% | -4.0% | -4.3% |
| 3M | +28.1% | +5.6% | +22.5% | +18.7% |
| 6M | +67.4% | +13.7% | +53.7% | +40.7% |
| YTD | +59.8% | +17.7% | +42.1% | +27.4% |
| 1Y | +45.6% | +25.8% | +19.8% | +5.8% |
| 3Y | +162.0% | +77.1% | +84.9% | +15.2% |
| All | +139.3% | +64.0% | +75.3% | +21.8% |
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 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