+406.9%
EQNR vs VEU
+188.0%
+218.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.8% |
| 7D | +6.4% | -1.4% | +7.9% | +8.0% |
| 30D | +10.4% | -0.4% | +10.8% | +10.6% |
| 3M | +23.1% | +2.5% | +20.6% | +18.1% |
| 6M | +36.3% | +11.1% | +25.1% | +15.7% |
| YTD | +96.0% | +16.5% | +79.5% | +57.0% |
| 1Y | +94.2% | +22.9% | +71.3% | +45.9% |
| 3Y | +75.3% | +73.4% | +1.8% | -12.9% |
| 5Y | +187.2% | +56.1% | +131.1% | +57.5% |
| 10Y | +415.5% | +153.0% | +262.5% | +69.1% |
| All | +406.9% | +188.0% | +218.9% | +55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling