+2,010.2%
VRT vs BUD
-5.6%
+2,015.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +18.6% | -1.6% | +20.2% | +19.2% |
| 30D | -11.7% | +6.7% | -18.3% | -14.4% |
| 3M | -27.3% | +5.9% | -33.2% | -29.4% |
| 6M | -42.9% | +5.1% | -47.9% | -45.1% |
| YTD | +29.5% | +32.9% | -3.4% | +13.6% |
| 1Y | +21.0% | +31.8% | -10.8% | +6.3% |
| 3Y | +403.1% | +47.4% | +355.7% | +305.5% |
| 5Y | +688.8% | +50.8% | +638.0% | +518.0% |
| All | +2,010.2% | -5.6% | +2,015.8% | +1,313.1% |
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