+112.2%
VSH vs BUD
+33.8%
+78.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.7% |
| 7D | +3.5% | -1.3% | +4.8% | +3.5% |
| 30D | -4.4% | -6.1% | +1.8% | -4.3% |
| 3M | -45.8% | -3.8% | -42.1% | -45.9% |
| 6M | +90.1% | +8.2% | +82.0% | +79.2% |
| YTD | +120.3% | +23.6% | +96.7% | +105.4% |
| 1Y | +112.2% | +33.4% | +78.8% | +106.2% |
| All | +112.2% | +33.8% | +78.4% | +106.2% |
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