+8.1%
BAH vs VEU
+50.3%
-42.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -1.6% | -0.5% | -1.1% | -1.5% |
| 30D | +18.0% | -1.0% | +19.0% | +18.2% |
| 3M | +11.4% | -3.6% | +15.0% | +12.3% |
| 6M | +17.7% | -1.2% | +18.8% | +17.5% |
| YTD | +5.4% | +12.0% | -6.6% | 0.0% |
| 1Y | +2.8% | +13.9% | -11.1% | -3.1% |
| 3Y | -26.7% | +71.3% | -97.9% | -41.2% |
| 5Y | +8.1% | +50.3% | -42.2% | -9.9% |
| All | +8.1% | +50.3% | -42.3% | -9.9% |
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