+36.6%
BP vs VEU
+17.0%
+19.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.0% | -6.1% | -3.6% |
| 7D | -8.4% | +0.2% | -8.6% | -8.3% |
| 30D | +2.2% | -2.1% | +4.3% | +1.8% |
| 3M | +8.8% | -2.7% | +11.5% | +8.2% |
| 6M | -0.5% | +3.2% | -3.7% | +0.1% |
| YTD | +36.2% | +12.6% | +23.6% | +33.3% |
| 1Y | +36.6% | +17.1% | +19.5% | +31.7% |
| All | +36.6% | +17.0% | +19.6% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling