+99.1%
V vs BUD
+48.8%
+50.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | +2.2% | +4.5% | -2.3% | +0.9% |
| 30D | +13.6% | +12.5% | +1.1% | +9.8% |
| 3M | +14.3% | 0.0% | +14.3% | +14.1% |
| 6M | +33.1% | +3.8% | +29.3% | +31.2% |
| YTD | +21.2% | +33.1% | -11.8% | +9.9% |
| 1Y | +26.4% | +35.5% | -9.1% | +13.8% |
| 3Y | +77.6% | +49.4% | +28.2% | +50.8% |
| All | +99.1% | +48.8% | +50.3% | +60.2% |
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