+72.3%
BA vs VEU
+149.3%
-76.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.1% |
| 7D | +2.5% | +1.7% | +0.8% | 0.0% |
| 30D | -10.1% | +1.0% | -11.1% | -11.4% |
| 3M | -2.4% | +5.6% | -8.0% | -10.1% |
| 6M | -8.8% | +13.7% | -22.5% | -25.0% |
| YTD | -2.9% | +17.7% | -20.7% | -24.8% |
| 1Y | -8.8% | +25.8% | -34.5% | -36.1% |
| 3Y | -0.3% | +77.1% | -77.4% | -59.1% |
| 5Y | -0.3% | +57.1% | -57.5% | -49.5% |
| 10Y | +72.3% | +149.8% | -77.5% | -49.1% |
| All | +72.3% | +149.3% | -76.9% | -49.1% |
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