+79.3%
VEA vs BUD
+48.7%
+30.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +1.9% | +0.8% | +1.1% | +1.6% |
| 30D | +0.8% | -4.8% | +5.6% | +2.1% |
| 3M | +5.7% | +1.4% | +4.3% | +4.9% |
| 6M | +13.3% | +9.9% | +3.4% | +9.5% |
| YTD | +18.4% | +26.3% | -8.0% | +9.9% |
| 1Y | +27.0% | +36.1% | -9.2% | +15.2% |
| 3Y | +79.3% | +48.6% | +30.7% | +55.0% |
| All | +79.3% | +48.7% | +30.6% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling