+64.8%
SLB vs VEU
+49.1%
+15.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -1.6% |
| 7D | -3.7% | +0.8% | -4.4% | -4.4% |
| 30D | +2.9% | -1.6% | +4.6% | +4.4% |
| 3M | +0.2% | -4.2% | +4.4% | +4.1% |
| 6M | -4.4% | -1.5% | -2.9% | -3.7% |
| YTD | +33.4% | +11.7% | +21.7% | +18.6% |
| 1Y | +40.8% | +15.6% | +25.2% | +21.0% |
| 3Y | +3.2% | +71.7% | -68.6% | -39.4% |
| 5Y | +64.8% | +49.5% | +15.3% | +15.9% |
| All | +64.8% | +49.1% | +15.7% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling