+2,723.0%
VRT vs BUD
-9.6%
+2,732.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +9.1% | +0.3% | +8.8% | +9.0% |
| 30D | +0.9% | -5.7% | +6.6% | +2.9% |
| 3M | -13.4% | +3.1% | -16.5% | -15.4% |
| 6M | +11.7% | +7.9% | +3.8% | +7.1% |
| YTD | +73.2% | +27.3% | +45.9% | +55.7% |
| 1Y | +123.4% | +37.8% | +85.6% | +93.7% |
| 3Y | +606.2% | +49.8% | +556.3% | +465.9% |
| 5Y | +899.9% | +43.8% | +856.1% | +702.7% |
| All | +2,723.0% | -9.6% | +2,732.6% | +1,836.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling