+1,580.3%
LLY vs VEU
+150.1%
+1,430.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.4% |
| 7D | -3.1% | +0.3% | -3.4% | -3.3% |
| 30D | -8.6% | +0.7% | -9.3% | -9.0% |
| 3M | -1.6% | +4.7% | -6.3% | -4.5% |
| 6M | +11.8% | +11.6% | +0.2% | +4.5% |
| YTD | +5.1% | +16.8% | -11.7% | -4.4% |
| 1Y | +50.7% | +24.9% | +25.8% | +32.1% |
| 3Y | +95.7% | +75.7% | +19.9% | +41.9% |
| 5Y | +390.2% | +56.1% | +334.1% | +277.1% |
| 10Y | +1,580.3% | +153.6% | +1,426.7% | +832.0% |
| All | +1,580.3% | +150.1% | +1,430.2% | +832.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling