+509.1%
VSH vs BUD
+218.9%
+290.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.1% | +12.8% |
| 7D | +3.5% | +1.3% | +2.2% | +2.4% |
| 30D | -22.4% | +10.0% | -32.4% | -27.1% |
| 3M | -25.2% | +1.6% | -26.8% | -27.1% |
| 6M | -22.5% | +6.5% | -29.0% | -27.5% |
| YTD | +84.2% | +34.8% | +49.4% | +50.8% |
| 1Y | +87.1% | +36.5% | +50.6% | +51.9% |
| 3Y | +31.7% | +49.0% | -17.3% | -1.8% |
| 5Y | +42.6% | +51.7% | -9.1% | +2.1% |
| 10Y | +116.6% | -7.5% | +124.1% | +89.6% |
| All | +509.1% | +218.9% | +290.2% | +104.9% |
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