+147.3%
VXUS vs LNG
+562.2%
-414.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -1.4% | -4.7% | +3.2% | -0.5% |
| 30D | -0.5% | +3.8% | -4.3% | -1.3% |
| 3M | +2.6% | +16.2% | -13.6% | -0.9% |
| 6M | +10.9% | +11.7% | -0.8% | +7.3% |
| YTD | +16.1% | +44.2% | -28.1% | +6.0% |
| 1Y | +22.3% | +18.6% | +3.7% | +16.5% |
| 3Y | +72.0% | +77.4% | -5.4% | +47.2% |
| 5Y | +54.1% | +232.3% | -178.1% | +9.4% |
| All | +147.3% | +562.2% | -414.9% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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