+59.9%
VEA vs BIDU
-44.1%
+103.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | -1.5% | -8.1% | +6.7% | -0.3% |
| 30D | -0.8% | -12.8% | +12.0% | +1.0% |
| 3M | +2.5% | -21.3% | +23.8% | +5.7% |
| 6M | +11.1% | -27.0% | +38.1% | +15.5% |
| YTD | +17.2% | -30.0% | +47.2% | +22.1% |
| 1Y | +24.5% | -18.3% | +42.8% | +26.0% |
| 3Y | +75.4% | -33.8% | +109.3% | +79.0% |
| All | +59.9% | -44.1% | +103.9% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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