+242.0%
VIG vs BUD
-22.8%
+264.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | -2.2% | -3.2% | +1.0% | -1.3% |
| 30D | -3.2% | -3.7% | +0.5% | -2.3% |
| 3M | +3.0% | -4.4% | +7.5% | +4.1% |
| 6M | +8.1% | +7.7% | +0.4% | +5.4% |
| YTD | +9.1% | +23.1% | -14.0% | +2.2% |
| 1Y | +12.6% | +33.6% | -21.1% | +2.8% |
| 3Y | +55.4% | +44.7% | +10.7% | +36.4% |
| 5Y | +62.8% | +44.9% | +17.8% | +40.6% |
| All | +242.0% | -22.8% | +264.8% | +217.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling