+87.6%
BB vs VEU
+17.0%
+70.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.0% | +5.0% | +4.8% |
| 7D | -6.8% | +0.2% | -7.0% | -6.9% |
| 30D | -3.5% | -2.1% | -1.4% | -1.0% |
| 3M | -1.2% | -2.7% | +1.5% | +1.9% |
| 6M | +57.0% | +3.2% | +53.8% | +56.5% |
| YTD | +131.1% | +12.6% | +118.6% | +114.2% |
| 1Y | +87.6% | +17.1% | +70.5% | +68.6% |
| All | +87.6% | +17.0% | +70.6% | +68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling