+172.5%
VEA vs BBWI
+135.0%
+37.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.2% |
| 7D | +1.9% | +1.6% | +0.3% | +1.5% |
| 30D | +0.8% | -6.2% | +7.0% | +1.7% |
| 3M | +5.7% | +4.3% | +1.4% | +3.8% |
| 6M | +13.3% | -7.2% | +20.5% | +13.0% |
| YTD | +18.4% | -3.0% | +21.4% | +16.3% |
| 1Y | +27.0% | -30.8% | +57.7% | +32.2% |
| 3Y | +79.3% | -43.4% | +122.7% | +85.7% |
| 5Y | +62.1% | -66.7% | +128.9% | +81.1% |
| 10Y | +160.3% | -55.7% | +215.9% | +135.3% |
| All | +172.5% | +135.0% | +37.6% | +3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling