+4,222.3%
LLY vs VEA
+155.2%
+4,067.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +4.6% | +1.8% | +2.8% | +3.6% |
| 30D | +22.4% | -0.9% | +23.3% | +22.9% |
| 3M | +17.1% | -5.0% | +22.2% | +20.4% |
| 6M | +44.6% | 0.0% | +44.6% | +43.6% |
| YTD | +33.5% | +12.2% | +21.3% | +23.8% |
| 1Y | +41.1% | +14.7% | +26.4% | +29.3% |
| 3Y | +143.8% | +73.2% | +70.6% | +76.9% |
| 5Y | +473.4% | +53.7% | +419.7% | +338.8% |
| 10Y | +2,035.0% | +159.3% | +1,875.7% | +1,088.2% |
| All | +4,222.3% | +155.2% | +4,067.1% | +2,022.0% |
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