+35.3%
BUSE vs VT
+356.5%
-321.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.8% | +2.4% | -1.5% | -1.7% |
| 30D | +0.6% | -1.5% | +2.1% | +2.0% |
| 3M | -6.6% | -4.1% | -2.5% | -2.7% |
| 6M | +13.3% | +0.6% | +12.7% | +11.5% |
| YTD | +26.0% | +11.0% | +14.9% | +10.7% |
| 1Y | +30.2% | +13.3% | +16.9% | +11.9% |
| 3Y | +61.5% | +73.4% | -11.9% | -13.3% |
| 5Y | +28.4% | +57.4% | -29.1% | -24.6% |
| 10Y | +63.6% | +221.7% | -158.1% | -56.2% |
| All | +35.3% | +356.5% | -321.2% | -76.7% |
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