+74.7%
MRK vs VEA
+25.5%
+49.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.8% |
| 7D | -4.3% | -1.5% | -2.8% | -3.9% |
| 30D | +8.3% | -0.8% | +9.1% | +8.5% |
| 3M | +20.0% | +2.5% | +17.6% | +19.2% |
| 6M | +25.7% | +11.1% | +14.5% | +20.5% |
| YTD | +38.7% | +17.2% | +21.6% | +28.5% |
| 1Y | +74.7% | +24.5% | +50.2% | +53.5% |
| All | +74.7% | +25.5% | +49.2% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling