+1,095.6%
GILD vs VEU
+188.0%
+907.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.3% |
| 7D | -4.8% | -1.4% | -3.4% | -4.1% |
| 30D | +5.8% | -0.4% | +6.2% | +6.0% |
| 3M | +14.9% | +2.5% | +12.4% | +13.1% |
| 6M | -0.4% | +11.1% | -11.5% | -6.3% |
| YTD | +18.5% | +16.5% | +2.0% | +8.6% |
| 1Y | +25.1% | +22.9% | +2.2% | +11.3% |
| 3Y | +105.9% | +73.4% | +32.5% | +51.5% |
| 5Y | +143.0% | +56.1% | +86.9% | +87.0% |
| 10Y | +162.4% | +153.0% | +9.4% | +51.8% |
| All | +1,095.6% | +188.0% | +907.6% | +544.6% |
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