+668.0%
BE vs VEU
+93.9%
+574.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.9% | -4.8% |
| 7D | +10.8% | +2.1% | +8.7% | +6.9% |
| 30D | -19.8% | -0.9% | -18.9% | -16.7% |
| 3M | -18.7% | -5.4% | -13.3% | -6.1% |
| 6M | -33.7% | -1.8% | -32.0% | -25.7% |
| YTD | +121.0% | +10.9% | +110.0% | +97.2% |
| 1Y | +85.4% | +13.6% | +71.8% | +59.5% |
| 3Y | +1,709.5% | +69.3% | +1,640.3% | +662.9% |
| 5Y | +462.2% | +48.1% | +414.1% | +226.5% |
| All | +668.0% | +93.9% | +574.0% | +213.9% |
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