+106.5%
BP vs VEU
+174.2%
-67.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.6% |
| 7D | -6.3% | +0.5% | -6.8% | -7.0% |
| 30D | -3.6% | -2.3% | -1.3% | -1.9% |
| 3M | +5.2% | -4.4% | +9.6% | +8.8% |
| 6M | +5.3% | -2.2% | +7.5% | +5.4% |
| YTD | +33.1% | +10.9% | +22.2% | +16.5% |
| 1Y | +26.3% | +13.4% | +12.9% | +8.2% |
| 3Y | +47.5% | +69.7% | -22.2% | -14.6% |
| 5Y | +106.2% | +50.0% | +56.2% | +34.0% |
| 10Y | +127.0% | +145.8% | -18.8% | -2.8% |
| All | +106.5% | +174.2% | -67.7% | -24.4% |
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