+1,003.0%
BE vs VEA
+111.3%
+891.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +4.6% |
| 7D | +9.0% | -1.5% | +10.5% | +12.4% |
| 30D | +16.3% | -0.8% | +17.1% | +18.8% |
| 3M | +10.8% | +2.5% | +8.3% | +9.8% |
| 6M | +73.2% | +11.1% | +62.1% | +47.7% |
| YTD | +217.4% | +17.2% | +200.2% | +147.1% |
| 1Y | +309.8% | +24.5% | +285.3% | +189.7% |
| 3Y | +1,726.2% | +75.4% | +1,650.7% | +605.2% |
| 5Y | +1,306.2% | +61.1% | +1,245.1% | +577.9% |
| All | +1,003.0% | +111.3% | +891.7% | +235.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling