+361.0%
ORLY vs VEU
+155.0%
+206.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -0.2% |
| 7D | -2.4% | -1.4% | -0.9% | -1.6% |
| 30D | -6.8% | -0.4% | -6.3% | -6.6% |
| 3M | -4.8% | +2.5% | -7.3% | -6.6% |
| 6M | -9.1% | +11.1% | -20.2% | -15.5% |
| YTD | -5.9% | +16.5% | -22.4% | -15.3% |
| 1Y | -20.4% | +22.9% | -43.3% | -30.9% |
| 3Y | +36.6% | +73.4% | -36.8% | -7.3% |
| 5Y | +117.3% | +56.1% | +61.2% | +58.6% |
| All | +361.0% | +155.0% | +206.0% | +125.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling