+134.1%
BP vs VEU
+155.0%
-20.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.0% |
| 7D | +5.2% | -1.4% | +6.7% | +6.7% |
| 30D | +8.7% | -0.4% | +9.1% | +8.9% |
| 3M | +9.3% | +2.5% | +6.8% | +5.7% |
| 6M | +13.6% | +11.1% | +2.4% | -1.3% |
| YTD | +37.7% | +16.5% | +21.2% | +13.1% |
| 1Y | +40.6% | +22.9% | +17.7% | +8.6% |
| 3Y | +40.3% | +73.4% | -33.1% | -27.9% |
| 5Y | +141.4% | +56.1% | +85.3% | +40.7% |
| All | +134.1% | +155.0% | -20.8% | -20.0% |
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