+28.1%
BA vs VEU
+147.4%
-119.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -4.6% |
| 7D | -1.7% | +0.8% | -2.5% | -3.0% |
| 30D | -9.5% | -1.6% | -7.8% | -7.7% |
| 3M | -26.5% | -4.2% | -22.3% | -22.3% |
| 6M | -27.4% | -1.5% | -25.9% | -26.6% |
| YTD | -20.6% | +11.7% | -32.3% | -34.1% |
| 1Y | -11.4% | +15.6% | -27.0% | -30.3% |
| 3Y | -10.8% | +71.7% | -82.6% | -62.2% |
| 5Y | -21.9% | +49.5% | -71.4% | -57.9% |
| 10Y | +28.1% | +145.6% | -117.5% | -58.6% |
| All | +28.1% | +147.4% | -119.3% | -58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling