+193.2%
VO vs BUD
-23.5%
+216.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | +0.6% | +0.8% | -0.1% | +0.4% |
| 30D | -1.1% | -4.8% | +3.7% | +0.5% |
| 3M | +4.5% | +1.4% | +3.2% | +3.8% |
| 6M | +11.1% | +9.9% | +1.2% | +6.9% |
| YTD | +13.5% | +26.3% | -12.8% | +3.9% |
| 1Y | +14.5% | +36.1% | -21.7% | +1.9% |
| 3Y | +58.1% | +48.6% | +9.5% | +33.6% |
| 5Y | +43.3% | +45.0% | -1.7% | +20.0% |
| 10Y | +193.2% | -23.1% | +216.3% | +168.0% |
| All | +193.2% | -23.5% | +216.7% | +168.0% |
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