+68.5%
VG vs BUD
+33.8%
+34.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | +0.1% |
| 7D | +14.0% | +1.0% | +13.0% | +15.0% |
| 30D | -1.0% | +6.7% | -7.7% | +5.7% |
| 3M | -2.7% | +5.7% | -8.4% | +2.7% |
| 6M | +1.5% | +5.8% | -4.3% | +8.8% |
| YTD | +93.7% | +34.4% | +59.3% | +138.9% |
| 1Y | +68.5% | +33.3% | +35.3% | +106.8% |
| All | +68.5% | +33.8% | +34.8% | +106.8% |
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