+822.5%
BUUU vs VT
+13.3%
+809.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +28.3% | 0.0% | +28.3% | +28.3% |
| 7D | +13.4% | -1.6% | +15.0% | +15.2% |
| 30D | +88.3% | -2.5% | +90.8% | +93.0% |
| 3M | +237.0% | -1.3% | +238.3% | +239.8% |
| 6M | +310.0% | +3.1% | +306.9% | +281.5% |
| YTD | +1,049.5% | +10.9% | +1,038.6% | +767.9% |
| All | +822.5% | +13.3% | +809.2% | +569.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling