+24.5%
VEA vs BBWI
-31.4%
+55.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.3% | +0.6% |
| 7D | -1.5% | -4.8% | +3.4% | -1.2% |
| 30D | -0.8% | +3.5% | -4.3% | -1.2% |
| 3M | +2.5% | -0.3% | +2.8% | +2.2% |
| 6M | +11.1% | -5.4% | +16.5% | +10.9% |
| YTD | +17.2% | -4.7% | +21.9% | +16.9% |
| 1Y | +24.5% | -30.5% | +55.0% | +27.4% |
| All | +24.5% | -31.4% | +55.9% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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