+270.6%
BUI vs VT
+424.1%
-153.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.5% | -1.6% | +2.1% | +1.5% |
| 30D | +7.8% | -2.5% | +10.3% | +9.4% |
| 3M | -0.8% | -1.3% | +0.5% | -0.1% |
| 6M | -1.2% | +3.1% | -4.3% | -3.4% |
| YTD | +9.3% | +10.9% | -1.7% | +2.0% |
| 1Y | +12.4% | +12.1% | +0.3% | +4.1% |
| 3Y | +65.8% | +73.9% | -8.1% | +15.4% |
| 5Y | +45.0% | +58.0% | -12.9% | +6.3% |
| 10Y | +197.9% | +225.5% | -27.6% | +42.7% |
| All | +270.6% | +424.1% | -153.5% | +61.6% |
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