+102.9%
BP vs VEU
+192.1%
-89.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | 0.0% |
| 7D | +3.9% | +1.1% | +2.8% | +2.8% |
| 30D | +7.6% | +2.2% | +5.4% | +5.3% |
| 3M | +0.7% | +3.0% | -2.3% | -2.9% |
| 6M | +15.5% | +10.9% | +4.6% | +2.2% |
| YTD | +30.8% | +18.2% | +12.6% | +8.8% |
| 1Y | +34.3% | +28.3% | +6.0% | +3.1% |
| 3Y | +35.1% | +74.6% | -39.6% | -23.3% |
| 5Y | +126.8% | +56.4% | +70.5% | +42.9% |
| 10Y | +123.4% | +153.0% | -29.7% | -6.3% |
| All | +102.9% | +192.1% | -89.2% | -29.4% |
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