-17.3%
SLB vs VEU
+144.2%
-161.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.1% |
| 7D | -4.3% | +0.5% | -4.8% | -5.1% |
| 30D | +1.9% | -2.3% | +4.2% | +4.7% |
| 3M | -5.7% | -4.4% | -1.3% | -0.6% |
| 6M | -5.3% | -2.2% | -3.2% | -3.9% |
| YTD | +32.2% | +10.9% | +21.2% | +13.1% |
| 1Y | +38.5% | +13.4% | +25.1% | +15.1% |
| 3Y | +1.1% | +69.7% | -68.6% | -51.5% |
| 5Y | +70.3% | +50.0% | +20.3% | -3.4% |
| 10Y | -17.3% | +145.8% | -163.1% | -70.7% |
| All | -17.3% | +144.2% | -161.4% | -70.7% |
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