+50.2%
BUD vs VT
+53.2%
-3.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +4.4% |
| 7D | +7.1% | -4.2% | +11.3% | +9.9% |
| 30D | +12.7% | -5.8% | +18.5% | +16.8% |
| 3M | 0.0% | -5.2% | +5.3% | +3.3% |
| 6M | +7.6% | +0.1% | +7.5% | +6.6% |
| YTD | +35.0% | +8.2% | +26.8% | +26.6% |
| 1Y | +37.6% | +10.1% | +27.4% | +27.3% |
| 3Y | +51.5% | +69.7% | -18.1% | -1.2% |
| 5Y | +50.2% | +53.4% | -3.1% | +4.5% |
| All | +50.2% | +53.2% | -3.0% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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