+75.7%
VEA vs BWA
+67.1%
+8.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.4% | -5.6% | +6.0% | +1.7% |
| 3M | +4.8% | -10.7% | +15.5% | +7.3% |
| 6M | +11.3% | +23.2% | -11.9% | +5.8% |
| YTD | +17.4% | +46.0% | -28.6% | +6.3% |
| 1Y | +26.2% | +51.2% | -25.0% | +13.1% |
| All | +75.7% | +67.1% | +8.6% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling