+122.0%
BUD vs VOO
+795.4%
-673.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.4% |
| 7D | +6.0% | -0.6% | +6.6% | +6.3% |
| 30D | +11.3% | -3.6% | +14.9% | +14.1% |
| 3M | +3.6% | -2.7% | +6.3% | +5.4% |
| 6M | +7.7% | +2.2% | +5.5% | +5.0% |
| YTD | +36.4% | +10.9% | +25.5% | +24.6% |
| 1Y | +37.8% | +11.3% | +26.5% | +25.5% |
| 3Y | +51.2% | +76.9% | -25.7% | -8.0% |
| 5Y | +53.4% | +73.5% | -20.1% | -6.2% |
| 10Y | -3.2% | +307.7% | -310.9% | -72.2% |
| All | +122.0% | +795.4% | -673.4% | -71.1% |
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