+196.2%
VO vs BUD
-3.2%
+199.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +2.9% | -1.6% | +4.5% | +3.5% |
| 30D | +1.0% | +6.7% | -5.7% | -1.4% |
| 3M | -1.7% | +5.9% | -7.6% | -3.9% |
| 6M | +6.7% | +5.1% | +1.6% | +4.2% |
| YTD | +14.0% | +32.9% | -18.9% | +2.2% |
| 1Y | +13.7% | +31.8% | -18.1% | +2.1% |
| 3Y | +65.8% | +47.4% | +18.5% | +40.5% |
| 5Y | +36.6% | +50.8% | -14.2% | +12.8% |
| All | +196.2% | -3.2% | +199.4% | +151.1% |
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