+1,273.2%
BE vs VEU
+55.0%
+1,218.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -1.1% |
| 7D | +23.9% | +0.3% | +23.6% | +23.3% |
| 30D | +27.8% | +0.7% | +27.2% | +26.7% |
| 3M | +3.7% | +4.7% | -1.0% | -2.0% |
| 6M | +78.0% | +11.6% | +66.3% | +46.7% |
| YTD | +209.9% | +16.8% | +193.1% | +134.2% |
| 1Y | +389.6% | +24.9% | +364.7% | +229.4% |
| 3Y | +1,730.6% | +75.7% | +1,654.9% | +510.9% |
| All | +1,273.2% | +55.0% | +1,218.2% | +557.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling