+214.5%
BAC vs VEA
+161.1%
+53.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.5% |
| 7D | +1.5% | +1.8% | -0.3% | -0.6% |
| 30D | -6.4% | -0.9% | -5.5% | -5.4% |
| 3M | -21.7% | -5.0% | -16.6% | -17.1% |
| 6M | +0.5% | 0.0% | +0.5% | -0.6% |
| YTD | -6.7% | +12.2% | -18.9% | -20.4% |
| 1Y | -4.7% | +14.7% | -19.4% | -20.8% |
| 3Y | +96.1% | +73.2% | +22.9% | -3.4% |
| 5Y | +21.7% | +53.7% | -32.0% | -29.8% |
| All | +214.5% | +161.1% | +53.4% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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