+677.1%
BN vs VEU
+174.3%
+502.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | -0.3% | +2.4% | -2.6% | -2.6% |
| 30D | +13.6% | -2.0% | +15.6% | +16.0% |
| 3M | -6.7% | -5.1% | -1.5% | -1.4% |
| 6M | -9.0% | -0.7% | -8.3% | -8.7% |
| YTD | -8.8% | +11.0% | -19.8% | -18.5% |
| 1Y | -10.6% | +12.4% | -23.0% | -21.1% |
| 3Y | +98.8% | +69.8% | +29.0% | +17.1% |
| 5Y | +33.6% | +48.2% | -14.6% | -7.4% |
| 10Y | +298.3% | +148.1% | +150.2% | +74.5% |
| All | +677.1% | +174.3% | +502.8% | +197.7% |
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