+73.6%
VEA vs BBWI
-48.6%
+122.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -1.1% |
| 7D | -2.1% | -8.0% | +5.9% | -1.2% |
| 30D | -1.1% | -6.6% | +5.6% | -0.5% |
| 3M | +5.1% | -2.7% | +7.8% | +4.9% |
| 6M | +9.8% | -12.8% | +22.6% | +10.4% |
| YTD | +15.9% | -10.5% | +26.4% | +15.9% |
| 1Y | +24.6% | -35.3% | +59.9% | +28.9% |
| All | +73.6% | -48.6% | +122.2% | +78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling