+493.5%
VNQ vs BUD
+198.8%
+294.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -0.4% | +0.8% | -1.1% | -0.7% |
| 30D | -2.5% | -4.8% | +2.3% | -0.7% |
| 3M | +1.4% | +1.4% | 0.0% | +0.6% |
| 6M | +4.6% | +9.9% | -5.3% | +0.2% |
| YTD | +10.5% | +26.3% | -15.8% | +0.1% |
| 1Y | +8.4% | +36.1% | -27.8% | -4.9% |
| 3Y | +32.4% | +48.6% | -16.2% | +10.4% |
| 5Y | +5.5% | +45.0% | -39.5% | -13.1% |
| 10Y | +59.1% | -23.1% | +82.2% | +56.9% |
| All | +493.5% | +198.8% | +294.7% | +166.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling