+105.8%
V vs BUD
+50.1%
+55.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.4% | -1.6% | +1.2% | +0.1% |
| 30D | +6.3% | +6.7% | -0.3% | +4.3% |
| 3M | +17.2% | +5.9% | +11.3% | +15.1% |
| 6M | +29.2% | +5.1% | +24.2% | +27.0% |
| YTD | +20.8% | +32.9% | -12.1% | +9.5% |
| 1Y | +25.0% | +31.8% | -6.8% | +13.6% |
| 3Y | +75.3% | +47.4% | +27.9% | +49.7% |
| 5Y | +105.8% | +50.8% | +55.0% | +63.7% |
| All | +105.8% | +50.1% | +55.7% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling