+3,743.8%
ORLY vs VEA
+166.5%
+3,577.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.2% |
| 7D | -2.4% | -1.5% | -0.9% | -1.6% |
| 30D | -6.8% | -0.8% | -5.9% | -6.4% |
| 3M | -4.8% | +2.5% | -7.2% | -6.5% |
| 6M | -9.1% | +11.1% | -20.2% | -15.2% |
| YTD | -5.9% | +17.2% | -23.1% | -15.0% |
| 1Y | -20.4% | +24.5% | -44.9% | -30.7% |
| 3Y | +36.6% | +75.4% | -38.8% | -4.0% |
| 5Y | +117.3% | +61.1% | +56.2% | +58.7% |
| 10Y | +362.7% | +163.1% | +199.6% | +151.1% |
| All | +3,743.8% | +166.5% | +3,577.3% | +1,900.7% |
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