+15.7%
BWA vs VEU
+17.0%
-1.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -5.1% |
| 7D | -9.9% | +0.2% | -10.1% | -10.2% |
| 30D | -16.4% | -2.1% | -14.2% | -14.0% |
| 3M | -19.8% | -2.7% | -17.1% | -16.8% |
| 6M | -10.0% | +3.2% | -13.2% | -13.0% |
| YTD | +12.7% | +12.6% | +0.2% | -4.3% |
| 1Y | +15.7% | +17.1% | -1.4% | -8.2% |
| All | +15.7% | +17.0% | -1.3% | -8.2% |
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