-51.4%
VG vs BUD
+81.0%
-132.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -3.0% |
| 7D | -22.0% | +7.1% | -29.1% | -18.5% |
| 30D | -14.7% | +12.7% | -27.4% | -8.7% |
| 3M | -7.1% | 0.0% | -7.1% | -6.2% |
| 6M | -11.2% | +7.6% | -18.7% | -6.2% |
| YTD | +69.8% | +35.0% | +34.8% | +96.5% |
| 1Y | +49.9% | +37.6% | +12.3% | +74.6% |
| All | -51.4% | +81.0% | -132.4% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling