+395.1%
BWA vs VEU
+190.9%
+204.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | +4.3% | +1.7% | +2.6% | +2.4% |
| 30D | -2.9% | +1.0% | -3.9% | -3.9% |
| 3M | -12.4% | +5.6% | -18.0% | -17.4% |
| 6M | +28.6% | +13.7% | +14.9% | +12.4% |
| YTD | +48.2% | +17.7% | +30.5% | +24.9% |
| 1Y | +50.9% | +25.8% | +25.2% | +18.4% |
| 3Y | +72.2% | +77.1% | -5.0% | -6.5% |
| 5Y | +91.1% | +57.1% | +33.9% | +19.7% |
| 10Y | +144.0% | +149.8% | -5.8% | -3.9% |
| All | +395.1% | +190.9% | +204.2% | +60.2% |
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 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