-34.9%
VST vs BUD
+38.4%
-73.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.1% | -16.9% | -13.0% |
| 7D | -15.7% | +3.3% | -19.0% | -14.8% |
| 30D | -17.0% | +11.8% | -28.8% | -15.5% |
| 3M | -15.9% | -1.1% | -14.8% | -14.9% |
| 6M | -25.0% | +14.9% | -39.9% | -25.3% |
| YTD | -25.1% | +32.6% | -57.7% | -24.5% |
| 1Y | -34.9% | +37.2% | -72.0% | -33.6% |
| All | -34.9% | +38.4% | -73.2% | -33.6% |
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