+1,132.5%
BUUU vs VT
+19.3%
+1,113.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.6% | -8.9% | -8.7% |
| 7D | -14.3% | +0.4% | -14.6% | -13.9% |
| 30D | +13.9% | -2.6% | +16.5% | +17.5% |
| 3M | +86.1% | -3.2% | +89.3% | +93.1% |
| 6M | +188.3% | +0.9% | +187.4% | +182.8% |
| YTD | +667.9% | +11.3% | +656.6% | +540.1% |
| 1Y | +502.7% | +14.0% | +488.7% | +399.7% |
| All | +1,132.5% | +19.3% | +1,113.2% | +948.0% |
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