+112.0%
VSH vs BUD
+36.8%
+75.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.3% | +4.4% |
| 7D | +4.1% | +0.3% | +3.8% | +4.1% |
| 30D | -4.2% | -5.7% | +1.5% | -4.0% |
| 3M | -50.0% | +3.1% | -53.1% | -50.7% |
| 6M | +80.2% | +7.9% | +72.3% | +70.2% |
| YTD | +121.1% | +27.3% | +93.8% | +104.9% |
| 1Y | +112.0% | +37.8% | +74.2% | +102.4% |
| All | +112.0% | +36.8% | +75.2% | +102.4% |
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