+61.3%
VXUS vs LTH
+156.3%
-95.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | +1.6% | +1.5% | 0.0% | +1.3% |
| 30D | +1.0% | -3.1% | +4.1% | +1.4% |
| 3M | +5.7% | +28.1% | -22.5% | +1.5% |
| 6M | +13.6% | +67.4% | -53.8% | +4.4% |
| YTD | +17.4% | +59.8% | -42.4% | +8.5% |
| 1Y | +25.1% | +45.6% | -20.5% | +17.0% |
| 3Y | +75.8% | +162.0% | -86.2% | +47.7% |
| All | +61.3% | +156.3% | -95.0% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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