+911.5%
BE vs VEU
+106.6%
+804.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +6.3% |
| 7D | +20.0% | +1.1% | +18.8% | +17.4% |
| 30D | +7.9% | +2.2% | +5.7% | +3.9% |
| 3M | -13.2% | +3.0% | -16.2% | -14.5% |
| 6M | +53.5% | +10.9% | +42.6% | +31.8% |
| YTD | +191.0% | +18.2% | +172.8% | +122.3% |
| 1Y | +360.5% | +28.3% | +332.2% | +207.7% |
| 3Y | +1,568.0% | +74.6% | +1,493.4% | +544.9% |
| 5Y | +1,055.2% | +56.4% | +998.8% | +486.5% |
| All | +911.5% | +106.6% | +804.9% | +253.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling