+1,215.0%
BUUU vs VT
+16.3%
+1,198.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -13.9% | -2.3% | -11.6% | -11.1% |
| 30D | +41.7% | -5.0% | +46.7% | +49.7% |
| 3M | +101.9% | -4.9% | +106.8% | +113.1% |
| 6M | +130.7% | -1.5% | +132.2% | +132.6% |
| YTD | +719.3% | +8.5% | +710.8% | +601.1% |
| 1Y | +697.0% | +11.4% | +685.6% | +578.5% |
| All | +1,215.0% | +16.3% | +1,198.7% | +1,047.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling