+360.5%
BE vs VEA
+29.8%
+330.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +6.9% | +6.2% |
| 7D | +20.0% | +1.0% | +19.0% | +17.0% |
| 30D | +7.9% | +1.9% | +6.0% | +3.1% |
| 3M | -13.2% | +3.2% | -16.4% | -16.8% |
| 6M | +53.5% | +10.2% | +43.2% | +31.0% |
| YTD | +191.0% | +18.9% | +172.1% | +82.3% |
| 1Y | +360.5% | +29.3% | +331.2% | +127.6% |
| All | +360.5% | +29.8% | +330.7% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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