+143.7%
LLY vs VEU
+70.2%
+73.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.8% | +1.5% | +2.9% |
| 7D | +0.1% | +0.8% | -0.7% | -0.3% |
| 30D | +19.7% | -1.6% | +21.4% | +20.6% |
| 3M | +19.3% | -4.2% | +23.4% | +21.6% |
| 6M | +49.3% | -1.5% | +50.8% | +49.2% |
| YTD | +32.0% | +11.7% | +20.3% | +20.8% |
| 1Y | +53.7% | +15.6% | +38.1% | +37.5% |
| 3Y | +143.7% | +71.7% | +72.0% | +81.8% |
| All | +143.7% | +70.2% | +73.5% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling