+141.8%
LTH vs VEU
+49.1%
+92.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -3.8% |
| 7D | +7.0% | +0.8% | +6.3% | +5.8% |
| 30D | +15.4% | -1.6% | +17.1% | +17.2% |
| 3M | +7.0% | -4.2% | +11.2% | +11.7% |
| 6M | +46.9% | -1.5% | +48.3% | +46.5% |
| YTD | +76.4% | +11.7% | +64.7% | +48.6% |
| 1Y | +83.7% | +15.6% | +68.1% | +47.7% |
| 3Y | +248.9% | +71.7% | +177.1% | +55.4% |
| 5Y | +141.8% | +49.5% | +92.3% | +35.3% |
| All | +141.8% | +49.1% | +92.7% | +35.3% |
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 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