-3.8%
BAH vs VEU
+56.3%
-60.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -4.3% | +1.7% | -6.0% | -4.8% |
| 30D | -4.5% | +1.0% | -5.4% | -4.7% |
| 3M | -7.6% | +5.6% | -13.2% | -9.3% |
| 6M | -10.6% | +13.7% | -24.3% | -14.6% |
| YTD | -12.6% | +17.7% | -30.3% | -17.8% |
| 1Y | -27.0% | +25.8% | -52.7% | -33.1% |
| 3Y | -31.5% | +77.1% | -108.6% | -44.9% |
| 5Y | -3.8% | +57.1% | -61.0% | -23.3% |
| All | -3.8% | +56.3% | -60.1% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling