+59.4%
VEA vs BB
-29.9%
+89.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.9% |
| 7D | -2.1% | -2.1% | 0.0% | -1.8% |
| 30D | -1.1% | -16.0% | +15.0% | +1.0% |
| 3M | +5.1% | -14.5% | +19.6% | +6.1% |
| 6M | +9.8% | +118.6% | -108.8% | -2.8% |
| YTD | +15.9% | +98.9% | -83.0% | +3.8% |
| 1Y | +24.6% | +99.5% | -74.9% | +10.9% |
| 3Y | +75.5% | +65.4% | +10.2% | +54.2% |
| 5Y | +59.4% | -27.6% | +87.0% | +53.4% |
| All | +59.4% | -29.9% | +89.2% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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