+60.6%
BUZZ vs VT
+86.9%
-26.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.3% |
| 7D | -0.9% | -1.1% | +0.2% | +1.0% |
| 30D | +2.2% | -1.0% | +3.2% | +4.1% |
| 3M | +1.0% | +3.2% | -2.2% | -3.7% |
| 6M | +18.2% | +12.5% | +5.7% | -2.1% |
| YTD | +14.7% | +14.1% | +0.6% | -7.0% |
| 1Y | +11.9% | +18.9% | -7.0% | -14.7% |
| 3Y | +130.6% | +74.1% | +56.5% | -4.4% |
| 5Y | +45.2% | +66.9% | -21.7% | -32.6% |
| All | +60.6% | +86.9% | -26.3% | -39.9% |
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