+1,008.9%
BE vs VEA
+113.5%
+895.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.4% | +10.0% | +10.5% |
| 7D | +29.8% | +1.9% | +27.9% | +25.3% |
| 30D | +26.4% | +0.8% | +25.6% | +25.2% |
| 3M | +9.3% | +5.7% | +3.6% | +2.2% |
| 6M | +105.1% | +13.3% | +91.8% | +68.4% |
| YTD | +219.0% | +18.4% | +200.7% | +142.9% |
| 1Y | +418.8% | +27.0% | +391.8% | +253.0% |
| 3Y | +1,784.6% | +79.3% | +1,705.3% | +597.0% |
| 5Y | +1,251.0% | +62.1% | +1,188.8% | +541.5% |
| All | +1,008.9% | +113.5% | +895.4% | +230.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling