+38.6%
GILD vs VEU
+12.3%
+26.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.2% | -1.6% | -0.6% | -1.7% |
| 30D | +13.6% | -4.3% | +18.0% | +14.9% |
| 3M | +28.3% | -5.8% | +34.1% | +30.1% |
| 6M | +23.9% | -4.4% | +28.3% | +24.7% |
| YTD | +38.4% | +8.7% | +29.8% | +31.5% |
| 1Y | +38.6% | +12.6% | +25.9% | +29.7% |
| All | +38.6% | +12.3% | +26.3% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling