+135.2%
VGT vs BUD
+44.7%
+90.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.4% |
| 7D | +1.5% | -1.3% | +2.8% | +1.8% |
| 30D | +0.5% | -6.1% | +6.7% | +2.1% |
| 3M | +5.3% | -3.8% | +9.0% | +5.9% |
| 6M | +32.4% | +8.2% | +24.3% | +28.6% |
| YTD | +28.6% | +23.6% | +5.0% | +19.7% |
| 1Y | +37.6% | +33.4% | +4.2% | +24.8% |
| 3Y | +125.5% | +45.3% | +80.2% | +92.3% |
| 5Y | +135.2% | +44.3% | +90.9% | +95.0% |
| All | +135.2% | +44.7% | +90.5% | +95.0% |
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