-27.8%
BB vs VEU
+56.2%
-83.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.3% |
| 7D | +1.8% | +0.3% | +1.5% | +1.3% |
| 30D | -12.2% | +0.7% | -12.9% | -13.2% |
| 3M | -12.3% | +4.7% | -17.0% | -18.2% |
| 6M | +122.7% | +11.6% | +111.1% | +86.7% |
| YTD | +104.5% | +16.8% | +87.7% | +57.7% |
| 1Y | +106.7% | +24.9% | +81.8% | +42.0% |
| 3Y | +70.0% | +75.7% | -5.8% | -34.5% |
| 5Y | -27.8% | +56.1% | -83.9% | -62.0% |
| All | -27.8% | +56.2% | -83.9% | -62.0% |
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