+1,074.1%
BAH vs VEU
+180.3%
+893.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.1% |
| 7D | -1.6% | -0.5% | -1.1% | -1.4% |
| 30D | +18.0% | -1.0% | +19.0% | +18.4% |
| 3M | +11.4% | -3.6% | +15.0% | +13.1% |
| 6M | +17.7% | -1.2% | +18.8% | +17.3% |
| YTD | +5.4% | +12.0% | -6.6% | -2.4% |
| 1Y | +2.8% | +13.9% | -11.1% | -5.7% |
| 3Y | -26.7% | +71.3% | -97.9% | -46.5% |
| 5Y | +8.1% | +50.3% | -42.2% | -16.2% |
| 10Y | +202.5% | +150.3% | +52.2% | +70.4% |
| All | +1,074.1% | +180.3% | +893.8% | +507.8% |
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 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