-22.0%
VST vs BUD
+33.8%
-55.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -0.8% |
| 7D | +6.6% | +1.0% | +5.6% | +6.9% |
| 30D | -12.4% | +6.7% | -19.1% | -11.0% |
| 3M | -9.0% | +5.7% | -14.7% | -7.4% |
| 6M | -6.4% | +5.8% | -12.3% | -5.3% |
| YTD | -17.2% | +34.4% | -51.6% | -16.8% |
| 1Y | -22.0% | +33.3% | -55.3% | -22.0% |
| All | -22.0% | +33.8% | -55.8% | -22.0% |
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