-27.4%
BAH vs VEU
+71.8%
-99.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -1.6% | -0.5% | -1.1% | -1.6% |
| 30D | +18.0% | -1.0% | +19.0% | +18.1% |
| 3M | +11.4% | -3.6% | +15.0% | +12.0% |
| 6M | +17.7% | -1.2% | +18.8% | +17.4% |
| YTD | +5.4% | +12.0% | -6.6% | +0.1% |
| 1Y | +2.8% | +13.9% | -11.1% | -3.1% |
| All | -27.4% | +71.8% | -99.2% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling