+55.3%
VMC vs BUD
+46.3%
+9.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | -4.3% | +0.3% | -4.6% | -4.4% |
| 30D | -8.2% | -5.7% | -2.6% | -6.5% |
| 3M | -7.0% | +3.1% | -10.2% | -8.2% |
| 6M | -10.8% | +7.9% | -18.6% | -13.5% |
| YTD | -7.4% | +27.3% | -34.7% | -14.8% |
| 1Y | -9.5% | +37.8% | -47.3% | -19.0% |
| 3Y | +20.5% | +49.8% | -29.4% | +1.3% |
| All | +55.3% | +46.3% | +9.0% | +27.8% |
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 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