+8.5%
LVS vs VEU
+53.0%
-44.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -0.2% |
| 7D | -4.3% | -1.9% | -2.4% | -2.1% |
| 30D | -6.8% | -0.7% | -6.1% | -6.1% |
| 3M | -15.6% | +4.9% | -20.5% | -20.9% |
| 6M | -20.6% | +9.8% | -30.4% | -30.5% |
| YTD | -33.4% | +15.3% | -48.7% | -45.7% |
| 1Y | -20.1% | +23.0% | -43.2% | -40.3% |
| 3Y | -7.4% | +73.5% | -80.9% | -57.4% |
| 5Y | +8.5% | +54.5% | -46.0% | -37.5% |
| All | +8.5% | +53.0% | -44.5% | -37.5% |
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