-77.9%
VFC vs BUD
+46.3%
-124.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | -1.6% | +0.3% | -1.9% | -1.8% |
| 30D | -11.6% | -5.7% | -6.0% | -8.8% |
| 3M | -18.1% | +3.1% | -21.2% | -19.8% |
| 6M | -27.4% | +7.9% | -35.2% | -30.9% |
| YTD | -24.8% | +27.3% | -52.2% | -35.1% |
| 1Y | -8.2% | +37.8% | -46.0% | -24.2% |
| 3Y | -29.1% | +49.8% | -79.0% | -45.0% |
| All | -77.9% | +46.3% | -124.2% | -83.0% |
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 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