+195.9%
BAH vs VEU
+150.0%
+45.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | -2.6% | +2.4% | -4.9% | -3.6% |
| 30D | +20.4% | -2.0% | +22.4% | +21.2% |
| 3M | +11.9% | -5.1% | +17.0% | +14.2% |
| 6M | +17.1% | -0.7% | +17.8% | +16.5% |
| YTD | +5.5% | +11.0% | -5.5% | -1.4% |
| 1Y | +5.6% | +12.4% | -6.8% | -2.0% |
| 3Y | -26.5% | +69.8% | -96.3% | -45.5% |
| 5Y | +6.5% | +48.2% | -41.7% | -15.6% |
| All | +195.9% | +150.0% | +45.9% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling