-2.6%
SLB vs VEU
+150.1%
-152.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.9% |
| 7D | -1.9% | +0.3% | -2.2% | -2.3% |
| 30D | +7.8% | +0.7% | +7.1% | +6.8% |
| 3M | +2.7% | +4.7% | -2.0% | -4.0% |
| 6M | +22.2% | +11.6% | +10.5% | +4.3% |
| YTD | +51.1% | +16.8% | +34.3% | +21.5% |
| 1Y | +63.3% | +24.9% | +38.5% | +20.2% |
| 3Y | +2.4% | +75.7% | -73.3% | -52.8% |
| 5Y | +139.3% | +56.1% | +83.2% | +30.2% |
| 10Y | -2.6% | +153.6% | -156.2% | -68.2% |
| All | -2.6% | +150.1% | -152.7% | -68.2% |
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