-5.6%
BR vs VEU
+72.0%
-77.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | -6.0% | -1.9% | -4.0% | -5.4% |
| 30D | -0.9% | -0.7% | -0.1% | -0.6% |
| 3M | +16.4% | +4.9% | +11.5% | +14.1% |
| 6M | -8.2% | +9.8% | -18.0% | -12.1% |
| YTD | -23.2% | +15.3% | -38.5% | -29.1% |
| 1Y | -30.9% | +23.0% | -54.0% | -38.9% |
| All | -5.6% | +72.0% | -77.6% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling