+161.1%
VEA vs LEN
+108.0%
+53.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.5% |
| 7D | -1.5% | -4.8% | +3.3% | -0.3% |
| 30D | -0.8% | -6.6% | +5.7% | +0.7% |
| 3M | +2.5% | -15.7% | +18.1% | +6.3% |
| 6M | +11.1% | -16.6% | +27.8% | +15.4% |
| YTD | +17.2% | -21.3% | +38.5% | +22.9% |
| 1Y | +24.5% | -42.0% | +66.5% | +40.0% |
| 3Y | +75.4% | -27.9% | +103.3% | +82.5% |
| 5Y | +61.1% | -10.7% | +71.8% | +55.0% |
| All | +161.1% | +108.0% | +53.0% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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