+1,132.5%
BUUU vs VT
+19.4%
+1,113.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | -0.6% | +12.9% | +12.9% |
| 7D | -6.8% | +2.9% | -9.7% | -9.5% |
| 30D | +16.5% | -2.5% | +19.0% | +20.0% |
| 3M | +59.8% | -3.3% | +63.1% | +66.0% |
| 6M | +143.3% | +1.5% | +141.8% | +136.9% |
| YTD | +667.9% | +11.4% | +656.6% | +540.0% |
| 1Y | +464.1% | +11.9% | +452.2% | +365.0% |
| All | +1,132.5% | +19.4% | +1,113.1% | +947.7% |
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 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