-16.2%
BA vs VEU
+70.2%
-86.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -1.1% | +2.1% | -3.2% | -3.2% |
| 30D | -7.1% | -0.9% | -6.2% | -6.5% |
| 3M | -25.5% | -5.4% | -20.2% | -21.4% |
| 6M | -28.7% | -1.8% | -26.9% | -27.8% |
| YTD | -21.0% | +10.9% | -31.9% | -30.5% |
| 1Y | -11.9% | +13.6% | -25.4% | -24.6% |
| 3Y | -16.2% | +69.3% | -85.4% | -51.3% |
| All | -16.2% | +70.2% | -86.4% | -51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling