+45.4%
MRK vs VEA
+75.8%
-30.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -4.3% | -1.5% | -2.8% | -3.8% |
| 30D | +8.3% | -0.8% | +9.1% | +8.6% |
| 3M | +20.0% | +2.5% | +17.6% | +19.0% |
| 6M | +25.7% | +11.1% | +14.5% | +20.8% |
| YTD | +38.7% | +17.2% | +21.6% | +30.9% |
| 1Y | +74.7% | +24.5% | +50.2% | +61.3% |
| 3Y | +45.4% | +75.4% | -30.1% | +24.4% |
| All | +45.4% | +75.8% | -30.4% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling