+51.2%
BUD vs VLTO
+72.9%
-21.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +6.0% | +1.6% | +4.4% | +5.7% |
| 30D | +11.3% | +22.0% | -10.7% | +6.6% |
| 3M | +3.6% | +21.9% | -18.3% | -0.8% |
| 6M | +7.7% | +36.5% | -28.8% | +0.7% |
| YTD | +36.4% | +19.0% | +17.4% | +31.0% |
| 1Y | +37.8% | +21.0% | +16.9% | +31.8% |
| 3Y | +51.2% | +69.9% | -18.6% | +34.3% |
| All | +51.2% | +72.9% | -21.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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