+43.2%
BUFZ vs VT
+78.1%
-34.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.5% |
| 7D | -2.2% | -4.2% | +1.9% | -0.4% |
| 30D | -2.4% | -5.8% | +3.4% | +0.2% |
| 3M | -0.7% | -5.2% | +4.5% | +1.6% |
| 6M | +2.4% | +0.1% | +2.2% | +2.0% |
| YTD | +6.0% | +8.2% | -2.3% | +1.7% |
| 1Y | +7.7% | +10.1% | -2.5% | +2.4% |
| 3Y | +38.3% | +69.7% | -31.3% | +6.7% |
| All | +43.2% | +78.1% | -34.9% | +7.2% |
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