+12.6%
VIG vs BUD
+33.5%
-20.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.4% |
| 7D | -2.2% | -3.2% | +1.0% | -1.8% |
| 30D | -3.2% | -3.7% | +0.5% | -2.8% |
| 3M | +3.0% | -4.4% | +7.5% | +3.4% |
| 6M | +8.1% | +7.7% | +0.4% | +6.2% |
| YTD | +9.1% | +23.1% | -14.0% | +5.9% |
| 1Y | +12.6% | +33.6% | -21.1% | +9.8% |
| All | +12.6% | +33.5% | -20.9% | +9.8% |
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