-24.1%
BUD vs VOO
+321.7%
-345.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -3.2% | -2.0% | -1.2% | -1.8% |
| 30D | -3.7% | -1.7% | -2.0% | -2.5% |
| 3M | -4.4% | +4.7% | -9.2% | -7.7% |
| 6M | +7.7% | +12.6% | -4.8% | -1.1% |
| YTD | +23.1% | +11.8% | +11.3% | +13.2% |
| 1Y | +33.6% | +17.5% | +16.1% | +18.3% |
| 3Y | +44.7% | +77.0% | -32.3% | -8.1% |
| 5Y | +44.9% | +82.6% | -37.6% | -11.1% |
| All | -24.1% | +321.7% | -345.8% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling