+55.6%
VFC vs BUD
+38.4%
+17.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.1% | +1.3% | +2.9% |
| 7D | +21.5% | +3.3% | +18.2% | +19.3% |
| 30D | +46.7% | +11.8% | +34.8% | +38.5% |
| 3M | +38.4% | -1.1% | +39.5% | +38.9% |
| 6M | +15.2% | +14.9% | +0.3% | +5.6% |
| YTD | +17.8% | +32.6% | -14.8% | -13.5% |
| 1Y | +55.6% | +37.2% | +18.4% | +7.1% |
| All | +55.6% | +38.4% | +17.2% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling