+34.0%
VSH vs BUD
+50.2%
-16.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.3% | +4.4% |
| 7D | +4.1% | +0.3% | +3.8% | +4.0% |
| 30D | -4.2% | -5.7% | +1.5% | -3.1% |
| 3M | -50.0% | +3.1% | -53.1% | -50.7% |
| 6M | +80.2% | +7.9% | +72.3% | +74.4% |
| YTD | +121.1% | +27.3% | +93.8% | +105.0% |
| 1Y | +112.0% | +37.8% | +74.2% | +92.6% |
| All | +34.0% | +50.2% | -16.2% | +18.5% |
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