+290.2%
BN vs VEU
+149.9%
+140.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -1.0% | +2.1% | -3.1% | -3.6% |
| 30D | +14.0% | -0.9% | +14.9% | +15.3% |
| 3M | -9.0% | -5.4% | -3.6% | -2.3% |
| 6M | -8.8% | -1.8% | -7.0% | -7.4% |
| YTD | -10.3% | +10.9% | -21.2% | -22.8% |
| 1Y | -5.8% | +13.6% | -19.4% | -21.5% |
| 3Y | +94.8% | +69.3% | +25.5% | -2.8% |
| 5Y | +31.5% | +48.1% | -16.6% | -20.6% |
| All | +290.2% | +149.9% | +140.4% | +32.5% |
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