+173.7%
VEA vs BWA
+329.3%
-155.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.3% | -0.5% |
| 7D | +1.0% | +5.7% | -4.7% | -1.0% |
| 30D | +1.9% | +1.4% | +0.5% | +1.3% |
| 3M | +3.2% | -12.1% | +15.3% | +7.4% |
| 6M | +10.2% | +28.6% | -18.3% | +0.1% |
| YTD | +18.9% | +51.1% | -32.2% | +0.7% |
| 1Y | +29.3% | +55.9% | -26.5% | +8.0% |
| 3Y | +76.8% | +70.1% | +6.6% | +38.8% |
| 5Y | +61.2% | +90.7% | -29.5% | +18.1% |
| 10Y | +163.3% | +154.0% | +9.3% | +57.8% |
| All | +173.7% | +329.3% | -155.7% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling