+209.9%
BKNG vs VEU
+152.3%
+57.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.9% |
| 7D | -10.7% | -1.9% | -8.7% | -8.7% |
| 30D | -18.1% | -0.7% | -17.4% | -17.5% |
| 3M | +8.5% | +4.9% | +3.7% | +2.2% |
| 6M | -0.1% | +9.8% | -9.9% | -11.6% |
| YTD | -18.2% | +15.3% | -33.5% | -32.0% |
| 1Y | -19.9% | +23.0% | -42.9% | -38.3% |
| 3Y | +41.6% | +73.5% | -31.9% | -28.3% |
| 5Y | +93.1% | +54.5% | +38.6% | +13.9% |
| All | +209.9% | +152.3% | +57.6% | +10.5% |
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