+1,709.5%
BE vs VEA
+74.1%
+1,635.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -5.0% |
| 7D | +10.8% | +2.3% | +8.6% | +6.0% |
| 30D | -19.8% | +0.2% | -20.0% | -18.6% |
| 3M | -18.7% | -5.3% | -13.4% | -4.9% |
| 6M | -33.7% | -0.9% | -32.8% | -26.5% |
| YTD | +121.0% | +12.2% | +108.7% | +91.4% |
| 1Y | +85.4% | +16.1% | +69.3% | +51.2% |
| 3Y | +1,709.5% | +73.0% | +1,636.5% | +403.5% |
| All | +1,709.5% | +74.1% | +1,635.4% | +403.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling