+64.8%
VIG vs BUD
+51.6%
+13.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +3.5% | +1.0% | +2.5% | +3.2% |
| 30D | +4.9% | +6.7% | -1.7% | +3.1% |
| 3M | +2.5% | +5.7% | -3.2% | +0.9% |
| 6M | +11.0% | +5.8% | +5.2% | +9.0% |
| YTD | +16.0% | +34.4% | -18.4% | +6.3% |
| 1Y | +17.5% | +33.3% | -15.7% | +7.9% |
| 3Y | +67.0% | +48.8% | +18.2% | +45.9% |
| All | +64.8% | +51.6% | +13.2% | +38.3% |
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