+75.8%
BND vs VEU
+169.1%
-93.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -0.1% | +0.3% | -0.4% | -0.1% |
| 30D | -0.2% | +0.7% | -0.9% | -0.2% |
| 3M | -0.7% | +4.7% | -5.4% | -0.7% |
| 6M | -1.7% | +11.6% | -13.3% | -1.7% |
| YTD | -0.5% | +16.8% | -17.3% | -0.5% |
| 1Y | +0.4% | +24.9% | -24.5% | +0.4% |
| 3Y | +13.1% | +75.7% | -62.6% | +13.2% |
| 5Y | -2.1% | +56.1% | -58.2% | -2.2% |
| 10Y | +15.7% | +153.6% | -137.9% | +16.6% |
| All | +75.8% | +169.1% | -93.3% | +72.6% |
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