+185.9%
BUI vs VT
+214.8%
-28.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +0.1% |
| 7D | -3.1% | -4.2% | +1.1% | -0.2% |
| 30D | +3.3% | -5.8% | +9.1% | +7.6% |
| 3M | -3.5% | -5.2% | +1.7% | +0.1% |
| 6M | -4.1% | +0.1% | -4.2% | -4.6% |
| YTD | +6.4% | +8.2% | -1.9% | -0.1% |
| 1Y | +10.5% | +10.1% | +0.4% | +2.5% |
| 3Y | +61.4% | +69.7% | -8.3% | +8.0% |
| 5Y | +40.8% | +53.4% | -12.6% | +0.7% |
| All | +185.9% | +214.8% | -28.9% | +26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling