+466.8%
MRK vs VEA
+163.7%
+303.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.2% |
| 7D | -5.0% | -2.1% | -2.9% | -3.9% |
| 30D | +11.0% | -1.1% | +12.0% | +11.7% |
| 3M | +22.4% | +5.1% | +17.3% | +18.8% |
| 6M | +25.4% | +9.8% | +15.6% | +18.3% |
| YTD | +39.5% | +15.9% | +23.6% | +27.4% |
| 1Y | +78.0% | +24.6% | +53.4% | +56.2% |
| 3Y | +45.5% | +75.5% | -30.0% | +4.1% |
| 5Y | +130.3% | +59.4% | +70.9% | +71.1% |
| 10Y | +229.8% | +160.3% | +69.5% | +78.6% |
| All | +466.8% | +163.7% | +303.1% | +165.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling