+50.6%
BUFF vs VT
+57.5%
-6.9%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -1.4% | -3.1% | +1.6% | 0.0% |
| 3M | +0.1% | -3.5% | +3.6% | +1.7% |
| 6M | +2.9% | +0.5% | +2.5% | +2.5% |
| YTD | +7.6% | +10.8% | -3.2% | +1.9% |
| 1Y | +8.8% | +11.9% | -3.1% | +2.5% |
| 3Y | +40.2% | +73.0% | -32.8% | +5.2% |
| 5Y | +50.6% | +58.6% | -8.0% | +15.5% |
| All | +50.6% | +57.5% | -6.9% | +15.5% |
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