-6.7%
SLB vs VEA
+170.4%
-177.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | -0.3% |
| 7D | +0.8% | +1.0% | -0.1% | -0.3% |
| 30D | +15.8% | +1.9% | +13.9% | +13.1% |
| 3M | -0.3% | +3.2% | -3.6% | -4.6% |
| 6M | +21.3% | +10.2% | +11.1% | +6.8% |
| YTD | +52.3% | +18.9% | +33.4% | +22.9% |
| 1Y | +63.6% | +29.3% | +34.3% | +19.6% |
| 3Y | +3.8% | +76.8% | -73.0% | -47.7% |
| 5Y | +128.6% | +61.2% | +67.4% | +27.7% |
| 10Y | -3.1% | +163.3% | -166.4% | -66.3% |
| All | -6.7% | +170.4% | -177.1% | -68.3% |
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