+426.2%
BUUU vs VT
+12.5%
+413.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.5% | -14.1% | -14.1% |
| 7D | -43.0% | -0.1% | -42.8% | -42.3% |
| 30D | -2.7% | -3.1% | +0.4% | +1.4% |
| 3M | +51.7% | -3.5% | +55.2% | +59.0% |
| 6M | +146.2% | +0.5% | +145.7% | +140.7% |
| YTD | +555.8% | +10.8% | +545.0% | +394.2% |
| 1Y | +426.2% | +11.9% | +414.4% | +297.4% |
| All | +426.2% | +12.5% | +413.8% | +297.4% |
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