+141.1%
BP vs VEU
+56.2%
+84.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.3% |
| 7D | +4.0% | +0.3% | +3.7% | +3.7% |
| 30D | +7.8% | +0.7% | +7.2% | +7.2% |
| 3M | +8.4% | +4.7% | +3.7% | +4.4% |
| 6M | +15.1% | +11.6% | +3.4% | +4.3% |
| YTD | +36.4% | +16.8% | +19.6% | +18.5% |
| 1Y | +40.9% | +24.9% | +16.0% | +15.3% |
| 3Y | +38.8% | +75.7% | -36.9% | -17.0% |
| 5Y | +141.1% | +56.1% | +85.0% | +64.5% |
| All | +141.1% | +56.2% | +84.9% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling