+161.1%
VEA vs GSK
+80.1%
+81.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.1% |
| 7D | -1.5% | -3.5% | +2.1% | -0.2% |
| 30D | -0.8% | -3.4% | +2.6% | +0.3% |
| 3M | +2.5% | -8.1% | +10.6% | +5.1% |
| 6M | +11.1% | -11.1% | +22.3% | +15.2% |
| YTD | +17.2% | +0.7% | +16.4% | +15.6% |
| 1Y | +24.5% | +20.1% | +4.4% | +14.4% |
| 3Y | +75.4% | +46.1% | +29.3% | +45.0% |
| 5Y | +61.1% | +48.2% | +12.9% | +29.1% |
| All | +161.1% | +80.1% | +81.0% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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