+361.8%
VRT vs BUD
+49.3%
+312.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +3.2% |
| 7D | -21.4% | +4.5% | -25.8% | -20.5% |
| 30D | -25.8% | +12.5% | -38.3% | -24.3% |
| 3M | -33.5% | 0.0% | -33.5% | -33.0% |
| 6M | -49.0% | +3.8% | -52.8% | -48.5% |
| YTD | +12.9% | +33.1% | -20.1% | +16.6% |
| 1Y | 0.0% | +35.5% | -35.5% | +3.5% |
| 3Y | +361.8% | +49.4% | +312.4% | +362.7% |
| All | +361.8% | +49.3% | +312.5% | +362.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling