+166.9%
VEA vs BIDU
+321.3%
-154.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -0.9% |
| 7D | -2.1% | -5.2% | +3.2% | -1.0% |
| 30D | -1.1% | -14.5% | +13.4% | +2.0% |
| 3M | +5.1% | -22.9% | +28.0% | +10.4% |
| 6M | +9.8% | -27.8% | +37.6% | +16.4% |
| YTD | +15.9% | -30.7% | +46.6% | +23.3% |
| 1Y | +24.6% | -15.8% | +40.4% | +25.6% |
| 3Y | +75.5% | -33.2% | +108.8% | +80.4% |
| 5Y | +59.4% | -44.8% | +104.2% | +59.0% |
| 10Y | +160.3% | -50.3% | +210.6% | +142.0% |
| All | +166.9% | +321.3% | -154.4% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling