+87.8%
BUSE vs VT
+226.9%
-139.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.5% |
| 7D | -1.0% | -2.0% | +1.0% | +1.1% |
| 30D | -2.3% | -1.4% | -0.8% | -0.8% |
| 3M | +8.2% | +4.7% | +3.5% | +2.6% |
| 6M | +23.5% | +11.4% | +12.2% | +9.3% |
| YTD | +31.4% | +13.1% | +18.4% | +14.3% |
| 1Y | +28.3% | +19.0% | +9.3% | +5.5% |
| 3Y | +71.8% | +73.9% | -2.1% | -6.0% |
| 5Y | +62.3% | +65.4% | -3.1% | -6.9% |
| All | +87.8% | +226.9% | -139.0% | -48.9% |
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