-5.3%
BRO vs VEU
+17.0%
-22.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.0% | +2.5% | +5.4% |
| 7D | +12.4% | +0.2% | +12.2% | +12.5% |
| 30D | +21.6% | -2.1% | +23.7% | +20.4% |
| 3M | +4.3% | -2.7% | +7.0% | +3.1% |
| 6M | +29.2% | +3.2% | +26.0% | +30.5% |
| YTD | -6.4% | +12.6% | -18.9% | -5.4% |
| 1Y | -5.3% | +17.1% | -22.4% | -5.0% |
| All | -5.3% | +17.0% | -22.3% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling