+211.9%
BUD vs VT
+542.1%
-330.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.6% |
| 7D | +3.3% | -0.3% | +3.6% | +3.6% |
| 30D | +11.8% | -1.4% | +13.3% | +13.1% |
| 3M | -1.1% | -1.4% | +0.3% | -0.1% |
| 6M | +14.9% | +5.5% | +9.4% | +8.9% |
| YTD | +32.6% | +12.8% | +19.8% | +18.2% |
| 1Y | +37.2% | +15.4% | +21.7% | +19.8% |
| 3Y | +48.8% | +76.9% | -28.1% | -13.2% |
| 5Y | +50.7% | +60.4% | -9.7% | -4.4% |
| 10Y | -8.9% | +232.8% | -241.7% | -69.8% |
| All | +211.9% | +542.1% | -330.2% | -38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling