+1,137.3%
BR vs VEU
+176.5%
+960.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.2% |
| 7D | -5.0% | +0.3% | -5.3% | -5.2% |
| 30D | -2.5% | +0.7% | -3.1% | -2.9% |
| 3M | +13.5% | +4.7% | +8.8% | +9.6% |
| 6M | -9.4% | +11.6% | -21.1% | -16.8% |
| YTD | -23.3% | +16.8% | -40.1% | -32.0% |
| 1Y | -31.6% | +24.9% | -56.5% | -42.1% |
| 3Y | -5.1% | +75.7% | -80.8% | -36.5% |
| 5Y | +8.2% | +56.1% | -47.9% | -21.9% |
| 10Y | +189.8% | +153.6% | +36.2% | +51.5% |
| All | +1,137.3% | +176.5% | +960.9% | +473.0% |
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