+55.4%
VXUS vs LEN
-12.1%
+67.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.5% | +0.5% |
| 7D | +1.6% | -2.9% | +4.5% | +2.2% |
| 30D | +1.0% | -8.9% | +9.9% | +3.1% |
| 3M | +5.7% | -10.9% | +16.6% | +8.1% |
| 6M | +13.6% | -19.7% | +33.2% | +18.6% |
| YTD | +17.4% | -20.6% | +38.0% | +22.4% |
| 1Y | +25.1% | -42.4% | +67.5% | +40.1% |
| 3Y | +75.8% | -26.5% | +102.4% | +79.4% |
| 5Y | +55.4% | -10.9% | +66.3% | +44.0% |
| All | +55.4% | -12.1% | +67.5% | +44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling