+57.3%
LLY vs VEU
+17.0%
+40.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.2% |
| 7D | +10.1% | +0.2% | +9.9% | +10.0% |
| 30D | +24.0% | -2.1% | +26.2% | +24.6% |
| 3M | +27.3% | -2.7% | +30.0% | +28.0% |
| 6M | +47.0% | +3.2% | +43.8% | +42.5% |
| YTD | +32.6% | +12.6% | +20.0% | +19.8% |
| 1Y | +57.3% | +17.1% | +40.2% | +36.5% |
| All | +57.3% | +17.0% | +40.3% | +36.5% |
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