+1,333.3%
BX vs VEA
+169.3%
+1,164.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -2.0% | +1.9% | -3.8% | -4.2% |
| 30D | -2.3% | +0.8% | -3.1% | -3.3% |
| 3M | +18.5% | +5.7% | +12.8% | +10.0% |
| 6M | +23.7% | +13.3% | +10.4% | +4.4% |
| YTD | -10.4% | +18.4% | -28.8% | -28.5% |
| 1Y | -19.6% | +27.0% | -46.5% | -41.4% |
| 3Y | +30.8% | +79.3% | -48.5% | -37.6% |
| 5Y | +24.3% | +62.1% | -37.8% | -29.6% |
| 10Y | +679.5% | +160.3% | +519.2% | +151.7% |
| All | +1,333.3% | +169.3% | +1,164.0% | +309.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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