-5.9%
SLB vs VEA
+162.2%
-168.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -0.3% |
| 7D | -2.4% | -2.1% | -0.4% | +0.2% |
| 30D | +4.9% | -1.1% | +5.9% | +6.2% |
| 3M | +1.4% | +5.1% | -3.6% | -5.7% |
| 6M | +17.6% | +9.8% | +7.9% | +2.4% |
| YTD | +48.3% | +15.9% | +32.4% | +20.1% |
| 1Y | +58.7% | +24.6% | +34.1% | +16.7% |
| 3Y | +0.6% | +75.5% | -75.0% | -54.2% |
| 5Y | +133.6% | +59.4% | +74.2% | +22.0% |
| All | -5.9% | +162.2% | -168.1% | -70.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling