-68.8%
VFC vs BUD
-23.5%
-45.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.5% |
| 7D | +0.8% | +0.8% | +0.1% | +0.5% |
| 30D | -11.9% | -4.8% | -7.1% | -9.8% |
| 3M | -20.2% | +1.4% | -21.5% | -20.9% |
| 6M | -23.0% | +9.9% | -32.8% | -27.0% |
| YTD | -26.2% | +26.3% | -52.6% | -35.0% |
| 1Y | -13.3% | +36.1% | -49.5% | -26.4% |
| 3Y | -25.5% | +48.6% | -74.1% | -40.2% |
| 5Y | -78.1% | +45.0% | -123.1% | -82.5% |
| 10Y | -68.8% | -23.1% | -45.7% | -74.6% |
| All | -68.8% | -23.5% | -45.3% | -74.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling