+4,614.7%
LLY vs VEU
+174.3%
+4,440.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | +4.6% | +2.4% | +2.2% | +3.3% |
| 30D | +22.4% | -2.0% | +24.4% | +23.6% |
| 3M | +17.1% | -5.1% | +22.3% | +20.3% |
| 6M | +44.6% | -0.7% | +45.4% | +44.1% |
| YTD | +33.5% | +11.0% | +22.5% | +24.8% |
| 1Y | +41.1% | +12.4% | +28.7% | +31.0% |
| 3Y | +143.8% | +69.8% | +74.0% | +80.1% |
| 5Y | +473.4% | +48.2% | +425.2% | +350.6% |
| 10Y | +2,035.0% | +148.1% | +1,886.8% | +1,136.2% |
| All | +4,614.7% | +174.3% | +4,440.3% | +2,152.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling