+169.0%
BA vs VEU
+168.5%
+0.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | +1.1% | -1.6% | +2.7% | +2.7% |
| 30D | -7.9% | -4.3% | -3.6% | -4.0% |
| 3M | -25.3% | -5.8% | -19.5% | -21.0% |
| 6M | -24.6% | -4.4% | -20.2% | -21.5% |
| YTD | -20.1% | +8.7% | -28.8% | -26.8% |
| 1Y | -11.8% | +12.6% | -24.4% | -21.9% |
| 3Y | -10.1% | +65.2% | -75.4% | -45.1% |
| 5Y | -22.7% | +45.5% | -68.3% | -45.5% |
| 10Y | +35.1% | +142.7% | -107.7% | -33.3% |
| All | +169.0% | +168.5% | +0.5% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling