+60.9%
VEA vs BUD
+44.7%
+16.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.1% |
| 7D | +0.3% | -1.3% | +1.6% | +0.8% |
| 30D | +0.4% | -6.1% | +6.6% | +2.6% |
| 3M | +4.8% | -3.8% | +8.6% | +5.9% |
| 6M | +11.3% | +8.2% | +3.1% | +7.4% |
| YTD | +17.4% | +23.6% | -6.2% | +7.8% |
| 1Y | +26.2% | +33.4% | -7.2% | +12.4% |
| 3Y | +77.7% | +45.3% | +32.4% | +49.7% |
| 5Y | +60.9% | +44.3% | +16.7% | +32.4% |
| All | +60.9% | +44.7% | +16.2% | +32.4% |
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