+2,315.3%
VGT vs BUD
+217.8%
+2,097.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | +2.5% | +1.0% | +1.4% | +2.1% |
| 30D | -9.5% | +6.7% | -16.2% | -11.9% |
| 3M | -9.5% | +5.7% | -15.2% | -11.8% |
| 6M | -1.8% | +5.8% | -7.6% | -4.7% |
| YTD | +18.4% | +34.4% | -16.0% | +4.8% |
| 1Y | +18.7% | +33.3% | -14.5% | +5.2% |
| 3Y | +103.8% | +48.8% | +55.0% | +69.4% |
| 5Y | +104.4% | +52.5% | +51.8% | +65.8% |
| 10Y | +716.9% | -4.0% | +720.9% | +642.8% |
| All | +2,315.3% | +217.8% | +2,097.5% | +1,155.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling