+58.8%
BUD vs VLTO
+27.2%
+31.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | +0.3% | -2.3% | +2.6% | +0.7% |
| 30D | -5.7% | -0.9% | -4.8% | -5.5% |
| 3M | +3.1% | +13.8% | -10.7% | +0.4% |
| 6M | +7.9% | +2.0% | +5.9% | +7.3% |
| YTD | +27.3% | -3.2% | +30.5% | +27.9% |
| 1Y | +37.8% | -9.2% | +47.0% | +40.4% |
| All | +58.8% | +27.2% | +31.6% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling