-14.2%
SLB vs VEU
+149.7%
-163.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.0% |
| 7D | -1.2% | -0.5% | -0.6% | -0.6% |
| 30D | +4.5% | -1.0% | +5.5% | +5.6% |
| 3M | -4.6% | -3.6% | -1.0% | -0.4% |
| 6M | -6.3% | -1.2% | -5.1% | -6.1% |
| YTD | +35.0% | +12.0% | +23.0% | +14.2% |
| 1Y | +38.8% | +13.9% | +24.9% | +14.8% |
| 3Y | +3.3% | +71.3% | -68.0% | -51.0% |
| 5Y | +73.6% | +50.3% | +23.3% | -1.6% |
| 10Y | -14.2% | +150.3% | -164.5% | -69.7% |
| All | -14.2% | +149.7% | -163.9% | -69.7% |
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