+201.7%
BAH vs VEU
+152.3%
+49.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.3% | +6.1% | +5.4% |
| 7D | +2.4% | -1.9% | +4.4% | +3.3% |
| 30D | -2.9% | -0.7% | -2.2% | -2.7% |
| 3M | -1.3% | +4.9% | -6.2% | -3.9% |
| 6M | -0.9% | +9.8% | -10.7% | -6.2% |
| YTD | -8.2% | +15.3% | -23.5% | -15.5% |
| 1Y | -24.0% | +23.0% | -47.0% | -32.3% |
| 3Y | -28.1% | +73.5% | -101.6% | -46.9% |
| 5Y | +2.5% | +54.5% | -52.0% | -20.0% |
| All | +201.7% | +152.3% | +49.3% | +78.3% |
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