+181.2%
BA vs VEA
+170.4%
+10.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | +1.2% | +1.0% | +0.2% | +0.2% |
| 30D | -11.6% | +1.9% | -13.6% | -13.4% |
| 3M | -2.4% | +3.2% | -5.6% | -5.6% |
| 6M | -6.6% | +10.2% | -16.9% | -15.5% |
| YTD | -2.2% | +18.9% | -21.1% | -18.3% |
| 1Y | -8.0% | +29.3% | -37.4% | -29.5% |
| 3Y | -5.0% | +76.8% | -81.8% | -46.8% |
| 5Y | -2.7% | +61.2% | -63.9% | -39.1% |
| 10Y | +75.9% | +163.3% | -87.4% | -23.0% |
| All | +181.2% | +170.4% | +10.8% | +5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling