+60.9%
VEA vs BAH
-3.7%
+64.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.3% | -1.3% | +1.6% | +0.4% |
| 30D | +0.4% | -6.6% | +7.1% | +1.0% |
| 3M | +4.8% | -7.2% | +12.0% | +5.4% |
| 6M | +11.3% | -10.0% | +21.2% | +12.0% |
| YTD | +17.4% | -12.5% | +29.8% | +18.1% |
| 1Y | +26.2% | -27.9% | +54.1% | +29.7% |
| 3Y | +77.7% | -31.4% | +109.1% | +77.9% |
| 5Y | +60.9% | -3.2% | +64.2% | +51.8% |
| All | +60.9% | -3.7% | +64.6% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 5y: compounded portfolio wealth divided by compounded BAH 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…
5y analysis · Full analysis span regression · 6 months rolling