-46.1%
VFC vs BUD
-8.7%
-37.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +1.9% |
| 7D | +7.7% | +1.3% | +6.4% | +6.9% |
| 30D | +39.2% | +10.0% | +29.2% | +32.6% |
| 3M | +40.3% | +1.6% | +38.7% | +38.8% |
| 6M | +11.4% | +6.5% | +4.9% | +7.3% |
| YTD | +17.5% | +34.8% | -17.3% | -0.1% |
| 1Y | +45.9% | +36.5% | +9.4% | +23.4% |
| 3Y | +47.3% | +49.0% | -1.6% | +17.8% |
| 5Y | -67.2% | +51.7% | -118.9% | -74.4% |
| 10Y | -46.1% | -7.5% | -38.5% | -57.9% |
| All | -46.1% | -8.7% | -37.3% | -57.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling