+4,237.4%
LLY vs VEA
+154.9%
+4,082.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.9% |
| 7D | +1.6% | 0.0% | +1.6% | +1.7% |
| 30D | +21.5% | -1.4% | +22.9% | +22.4% |
| 3M | +16.4% | -4.1% | +20.5% | +19.0% |
| 6M | +51.5% | -1.3% | +52.8% | +51.5% |
| YTD | +33.9% | +12.1% | +21.8% | +24.3% |
| 1Y | +49.1% | +16.1% | +33.0% | +35.7% |
| 3Y | +144.6% | +73.0% | +71.6% | +77.6% |
| 5Y | +466.3% | +55.1% | +411.2% | +331.0% |
| 10Y | +2,024.1% | +156.9% | +1,867.2% | +1,088.3% |
| All | +4,237.4% | +154.9% | +4,082.5% | +2,030.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling