+109.4%
BP vs VEU
+50.3%
+59.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | -0.8% | -0.5% | -0.2% | -0.5% |
| 30D | -3.1% | -1.0% | -2.2% | -2.7% |
| 3M | +6.2% | -3.6% | +9.8% | +8.1% |
| 6M | +4.8% | -1.2% | +6.0% | +4.2% |
| YTD | +35.2% | +12.0% | +23.2% | +20.3% |
| 1Y | +27.4% | +13.9% | +13.5% | +11.7% |
| 3Y | +49.8% | +71.3% | -21.5% | -9.7% |
| 5Y | +109.4% | +50.3% | +59.1% | +49.9% |
| All | +109.4% | +50.3% | +59.0% | +49.9% |
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