+2.5%
SLB vs VEU
+77.0%
-74.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +0.4% | +1.7% | -1.2% | -1.1% |
| 30D | +13.6% | +1.0% | +12.6% | +12.5% |
| 3M | +1.5% | +5.6% | -4.1% | -4.1% |
| 6M | +23.0% | +13.7% | +9.4% | +7.6% |
| YTD | +51.2% | +17.7% | +33.5% | +27.5% |
| 1Y | +63.5% | +25.8% | +37.7% | +28.7% |
| 3Y | +2.5% | +77.1% | -74.6% | -41.9% |
| All | +2.5% | +77.0% | -74.5% | -41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling