+107.3%
BUD vs VOO
+817.1%
-709.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -5.7% | +0.1% | -5.7% | -5.7% |
| 3M | +3.1% | +2.0% | +1.1% | +1.2% |
| 6M | +7.9% | +13.0% | -5.2% | -2.2% |
| YTD | +27.3% | +13.6% | +13.7% | +14.7% |
| 1Y | +37.8% | +20.1% | +17.7% | +18.5% |
| 3Y | +49.8% | +77.6% | -27.7% | -8.7% |
| 5Y | +43.8% | +82.4% | -38.6% | -15.3% |
| 10Y | -22.6% | +316.8% | -339.5% | -78.1% |
| All | +107.3% | +817.1% | -709.8% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling