-0.9%
BA vs VEU
+56.2%
-57.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.2% |
| 7D | +1.2% | +1.1% | 0.0% | -0.2% |
| 30D | -11.6% | +2.2% | -13.8% | -13.9% |
| 3M | -2.4% | +3.0% | -5.4% | -6.0% |
| 6M | -6.6% | +10.9% | -17.5% | -17.8% |
| YTD | -2.2% | +18.2% | -20.4% | -21.0% |
| 1Y | -8.0% | +28.3% | -36.3% | -33.0% |
| 3Y | -5.0% | +74.6% | -79.6% | -53.7% |
| All | -0.9% | +56.2% | -57.1% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling