+422.7%
BUUU vs VT
+23.3%
+399.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +20.6% | +0.4% | +20.1% | +20.0% |
| 30D | +33.3% | +1.0% | +32.3% | +31.9% |
| 3M | +111.1% | +2.4% | +108.7% | +106.1% |
| 6M | +176.8% | +12.0% | +164.8% | +127.6% |
| YTD | +438.9% | +15.3% | +423.6% | +329.8% |
| 1Y | +422.7% | +22.6% | +400.1% | +365.8% |
| All | +422.7% | +23.3% | +399.3% | +365.8% |
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