+547.9%
BUUU vs VT
+22.0%
+525.9%
-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% | +31.8% |
| 3M | +111.1% | +2.4% | +108.7% | +105.8% |
| 6M | +176.8% | +12.0% | +164.8% | +126.5% |
| YTD | +438.9% | +15.3% | +423.6% | +325.1% |
| All | +547.9% | +22.0% | +525.9% | +424.2% |
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