+256.9%
BN vs VEU
+152.3%
+104.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | +0.4% |
| 7D | -5.9% | -1.9% | -3.9% | -3.5% |
| 30D | -15.1% | -0.7% | -14.3% | -14.3% |
| 3M | -14.6% | +4.9% | -19.4% | -20.2% |
| 6M | -8.4% | +9.8% | -18.3% | -19.9% |
| YTD | -16.8% | +15.3% | -32.1% | -31.9% |
| 1Y | -14.4% | +23.0% | -37.4% | -35.6% |
| 3Y | +70.1% | +73.5% | -3.4% | -17.1% |
| 5Y | +33.5% | +54.5% | -21.0% | -23.4% |
| All | +256.9% | +152.3% | +104.5% | +16.9% |
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