+47.1%
BUZZ vs VT
+66.2%
-19.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.8% |
| 7D | +6.2% | +1.0% | +5.2% | +4.4% |
| 30D | +6.2% | -0.2% | +6.4% | +6.7% |
| 3M | +0.6% | +4.5% | -3.9% | -6.2% |
| 6M | +23.1% | +14.1% | +9.1% | -0.7% |
| YTD | +16.8% | +14.8% | +2.0% | -6.5% |
| 1Y | +17.6% | +21.2% | -3.6% | -13.6% |
| 3Y | +137.5% | +76.6% | +60.9% | -5.0% |
| 5Y | +47.1% | +66.6% | -19.5% | -31.6% |
| All | +47.1% | +66.2% | -19.1% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling