+883.7%
BAH vs VEU
+195.9%
+687.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.7% |
| 7D | -3.2% | +1.1% | -4.4% | -3.8% |
| 30D | +2.0% | +2.2% | -0.2% | +0.9% |
| 3M | -7.6% | +3.0% | -10.6% | -9.4% |
| 6M | -5.7% | +10.9% | -16.5% | -11.5% |
| YTD | -11.7% | +18.2% | -29.9% | -20.2% |
| 1Y | -27.4% | +28.3% | -55.6% | -37.2% |
| 3Y | -32.5% | +74.6% | -107.2% | -51.1% |
| 5Y | -3.3% | +56.4% | -59.7% | -26.3% |
| 10Y | +186.0% | +153.0% | +33.0% | +61.1% |
| All | +883.7% | +195.9% | +687.8% | +397.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling