+322.5%
VOO vs BUD
-24.2%
+346.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.2% |
| 7D | -0.4% | -1.3% | +1.0% | 0.0% |
| 30D | -1.4% | -6.1% | +4.8% | +0.4% |
| 3M | +3.7% | -3.8% | +7.5% | +4.6% |
| 6M | +13.0% | +8.2% | +4.9% | +9.7% |
| YTD | +12.4% | +23.6% | -11.1% | +4.5% |
| 1Y | +18.6% | +33.4% | -14.8% | +7.4% |
| 3Y | +78.1% | +45.3% | +32.7% | +53.7% |
| 5Y | +82.3% | +44.3% | +38.0% | +55.1% |
| 10Y | +322.5% | -22.8% | +345.3% | +290.1% |
| All | +322.5% | -24.2% | +346.7% | +290.1% |
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