+13.8%
VRT vs BUD
+38.4%
-24.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.1% | -16.0% | -11.9% |
| 7D | -15.4% | +3.3% | -18.7% | -14.3% |
| 30D | -19.0% | +11.8% | -30.8% | -17.4% |
| 3M | -23.8% | -1.1% | -22.7% | -23.1% |
| 6M | -37.9% | +14.9% | -52.8% | -39.8% |
| YTD | +27.0% | +32.6% | -5.6% | +29.1% |
| 1Y | +13.8% | +37.2% | -23.4% | +15.1% |
| All | +13.8% | +38.4% | -24.6% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling