+934.0%
BE vs VEU
+101.6%
+832.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -1.4% |
| 7D | +9.7% | -1.9% | +11.7% | +14.2% |
| 30D | +22.4% | -0.7% | +23.1% | +25.0% |
| 3M | +10.4% | +4.9% | +5.5% | +4.6% |
| 6M | +67.9% | +9.8% | +58.0% | +46.4% |
| YTD | +197.5% | +15.3% | +182.2% | +138.9% |
| 1Y | +310.6% | +23.0% | +287.5% | +198.0% |
| 3Y | +1,657.2% | +73.5% | +1,583.7% | +590.1% |
| 5Y | +1,218.2% | +54.5% | +1,163.7% | +587.6% |
| All | +934.0% | +101.6% | +832.4% | +280.2% |
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