+161.1%
VEA vs BBY
+252.7%
-91.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.4% |
| 7D | -1.5% | +0.6% | -2.0% | -1.6% |
| 30D | -0.8% | +9.4% | -10.2% | -2.8% |
| 3M | +2.5% | +19.3% | -16.9% | -1.6% |
| 6M | +11.1% | +47.9% | -36.8% | +1.3% |
| YTD | +17.2% | +39.6% | -22.4% | +7.8% |
| 1Y | +24.5% | +22.2% | +2.3% | +17.6% |
| 3Y | +75.4% | +45.0% | +30.5% | +54.4% |
| 5Y | +61.1% | +2.6% | +58.5% | +49.3% |
| All | +161.1% | +252.7% | -91.6% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling