+23.2%
VEA vs BWA
+53.4%
-30.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -1.1% | -5.5% | +4.4% | +0.1% |
| 3M | +5.1% | -7.6% | +12.7% | +6.6% |
| 6M | +9.8% | +25.0% | -15.2% | +5.0% |
| YTD | +15.9% | +47.0% | -31.0% | +6.1% |
| All | +23.2% | +53.4% | -30.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling