+125.7%
VMC vs BUD
-2.1%
+127.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | -1.3% | +1.0% | -2.3% | -1.7% |
| 30D | +15.5% | +6.7% | +8.8% | +12.5% |
| 3M | +0.6% | +5.7% | -5.1% | -1.7% |
| 6M | +2.1% | +5.8% | -3.7% | -0.7% |
| YTD | -1.6% | +34.4% | -36.0% | -12.9% |
| 1Y | -1.2% | +33.3% | -34.5% | -12.4% |
| 3Y | +35.3% | +48.8% | -13.5% | +11.9% |
| 5Y | +43.6% | +52.5% | -8.9% | +15.5% |
| All | +125.7% | -2.1% | +127.8% | +78.1% |
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