-10.6%
BA vs VEA
+20.4%
-31.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +0.4% |
| 7D | +5.9% | +0.7% | +5.2% | +5.3% |
| 30D | -8.2% | -0.4% | -7.7% | -7.8% |
| 3M | -25.4% | -1.7% | -23.7% | -24.3% |
| 6M | -20.0% | +5.1% | -25.1% | -23.7% |
| YTD | -18.5% | +14.4% | -32.9% | -29.5% |
| 1Y | -10.6% | +20.5% | -31.2% | -27.0% |
| All | -10.6% | +20.4% | -31.1% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling