+246.5%
BBY vs VEU
+155.0%
+91.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.0% | +2.0% |
| 7D | +0.6% | -1.4% | +2.0% | +2.1% |
| 30D | +9.4% | -0.4% | +9.8% | +9.8% |
| 3M | +19.3% | +2.5% | +16.8% | +15.8% |
| 6M | +47.9% | +11.1% | +36.8% | +30.5% |
| YTD | +39.6% | +16.5% | +23.0% | +16.1% |
| 1Y | +22.2% | +22.9% | -0.7% | -3.9% |
| 3Y | +45.0% | +73.4% | -28.4% | -21.3% |
| 5Y | +2.6% | +56.1% | -53.5% | -37.7% |
| All | +246.5% | +155.0% | +91.6% | +36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling