+14.8%
BND vs VEU
+155.0%
-140.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -1.0% | -1.4% | +0.4% | -0.9% |
| 30D | -1.1% | -0.4% | -0.7% | -1.1% |
| 3M | -1.9% | +2.5% | -4.4% | -2.1% |
| 6M | -1.6% | +11.1% | -12.8% | -2.4% |
| YTD | -1.2% | +16.5% | -17.8% | -2.3% |
| 1Y | -0.7% | +22.9% | -23.7% | -2.1% |
| 3Y | +12.5% | +73.4% | -60.9% | +8.4% |
| 5Y | -2.5% | +56.1% | -58.6% | -6.1% |
| All | +14.8% | +155.0% | -140.1% | +6.5% |
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