+94.1%
BAC vs VEA
+170.4%
-76.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.7% |
| 7D | +1.1% | +1.0% | +0.1% | -0.2% |
| 30D | -0.4% | +1.9% | -2.3% | -3.1% |
| 3M | +16.9% | +3.2% | +13.7% | +10.7% |
| 6M | +26.6% | +10.2% | +16.4% | +8.3% |
| YTD | +15.8% | +18.9% | -3.1% | -11.1% |
| 1Y | +27.2% | +29.3% | -2.2% | -13.3% |
| 3Y | +132.4% | +76.8% | +55.6% | +0.7% |
| 5Y | +72.6% | +61.2% | +11.3% | -15.7% |
| 10Y | +389.7% | +163.3% | +226.4% | +20.5% |
| All | +94.1% | +170.4% | -76.3% | -52.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling