+57.3%
LLY vs VEA
+20.4%
+36.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.1% |
| 7D | +10.1% | +0.7% | +9.4% | +9.9% |
| 30D | +24.0% | -0.4% | +24.5% | +24.2% |
| 3M | +27.3% | -1.7% | +29.0% | +27.7% |
| 6M | +47.0% | +5.1% | +41.9% | +41.3% |
| YTD | +32.6% | +14.4% | +18.1% | +19.8% |
| 1Y | +57.3% | +20.5% | +36.8% | +36.2% |
| All | +57.3% | +20.4% | +36.9% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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