+34.7%
SLB vs VEU
+192.1%
-157.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.4% |
| 7D | +0.8% | +1.1% | -0.3% | -0.5% |
| 30D | +15.8% | +2.2% | +13.6% | +12.8% |
| 3M | -0.3% | +3.0% | -3.3% | -4.3% |
| 6M | +21.3% | +10.9% | +10.5% | +6.3% |
| YTD | +52.3% | +18.2% | +34.1% | +24.0% |
| 1Y | +63.6% | +28.3% | +35.3% | +21.1% |
| 3Y | +3.8% | +74.6% | -70.9% | -46.4% |
| 5Y | +128.6% | +56.4% | +72.3% | +33.6% |
| 10Y | -3.1% | +153.0% | -156.1% | -64.5% |
| All | +34.7% | +192.1% | -157.4% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling