+1,917.9%
VRT vs BUD
-4.2%
+1,922.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.3% | +8.3% | +9.2% |
| 7D | -10.6% | +1.3% | -11.9% | -11.3% |
| 30D | -17.4% | +10.0% | -27.5% | -20.7% |
| 3M | -26.4% | +1.6% | -28.0% | -27.5% |
| 6M | -41.0% | +6.5% | -47.5% | -43.5% |
| YTD | +23.8% | +34.8% | -11.0% | +8.2% |
| 1Y | +11.6% | +36.5% | -24.8% | -3.2% |
| 3Y | +403.5% | +49.0% | +354.5% | +304.9% |
| 5Y | +647.0% | +51.7% | +595.4% | +485.2% |
| All | +1,917.9% | -4.2% | +1,922.1% | +1,245.9% |
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