+455.4%
V vs BUD
-2.2%
+457.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | +0.8% | +6.0% | -5.2% | -1.2% |
| 30D | +9.9% | +11.3% | -1.3% | +6.0% |
| 3M | +17.5% | +3.6% | +13.9% | +15.9% |
| 6M | +33.5% | +7.7% | +25.7% | +29.6% |
| YTD | +21.6% | +36.4% | -14.8% | +7.9% |
| 1Y | +27.6% | +37.8% | -10.3% | +12.7% |
| 3Y | +76.4% | +51.2% | +25.2% | +47.7% |
| 5Y | +103.8% | +53.4% | +50.4% | +66.9% |
| All | +455.4% | -2.2% | +457.6% | +371.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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