+266.0%
BUI vs VT
+444.9%
-178.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.9% | +0.4% | -1.4% | -1.2% |
| 30D | -2.1% | +1.0% | -3.1% | -2.7% |
| 3M | -1.2% | +2.4% | -3.6% | -2.8% |
| 6M | -10.3% | +12.0% | -22.3% | -16.7% |
| YTD | +7.9% | +15.3% | -7.4% | -1.6% |
| 1Y | +8.7% | +22.6% | -13.9% | -4.7% |
| 3Y | +56.5% | +74.7% | -18.1% | +8.8% |
| 5Y | +40.0% | +66.1% | -26.1% | -0.6% |
| 10Y | +172.3% | +225.0% | -52.7% | +29.4% |
| All | +266.0% | +444.9% | -178.8% | +55.9% |
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 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