-1.3%
BUD vs VOO
+311.2%
-312.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | 0.0% |
| 7D | -1.6% | +3.3% | -4.9% | -3.8% |
| 30D | +6.7% | -2.7% | +9.3% | +8.3% |
| 3M | +5.9% | -1.7% | +7.6% | +6.8% |
| 6M | +5.1% | +3.1% | +1.9% | +2.1% |
| YTD | +32.9% | +11.9% | +20.9% | +21.7% |
| 1Y | +31.8% | +12.1% | +19.8% | +20.5% |
| 3Y | +47.4% | +78.6% | -31.2% | -7.4% |
| 5Y | +50.8% | +73.8% | -23.0% | -4.0% |
| All | -1.3% | +311.2% | -312.5% | -67.6% |
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