+997.5%
BUUU vs VT
+20.1%
+977.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.1% | +3.2% |
| 7D | -30.5% | -0.7% | -29.8% | -29.5% |
| 30D | +6.9% | -1.7% | +8.6% | +9.3% |
| 3M | +52.3% | -2.3% | +54.6% | +56.7% |
| 6M | +149.4% | +1.5% | +147.9% | +143.7% |
| YTD | +583.8% | +12.0% | +571.8% | +467.0% |
| 1Y | +401.1% | +12.9% | +388.3% | +311.3% |
| All | +997.5% | +20.1% | +977.4% | +828.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling