+139.0%
VRT vs BUD
+35.5%
+103.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.4% | +3.5% |
| 7D | +13.6% | +0.8% | +12.9% | +13.8% |
| 30D | +6.8% | -4.8% | +11.6% | +6.0% |
| 3M | -3.2% | +1.4% | -4.6% | -4.5% |
| 6M | +20.3% | +9.9% | +10.5% | +15.5% |
| YTD | +79.6% | +26.3% | +53.2% | +91.8% |
| 1Y | +139.0% | +36.1% | +102.9% | +176.9% |
| All | +139.0% | +35.5% | +103.5% | +176.9% |
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 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