+500.1%
VST vs BUD
+50.9%
+449.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -8.0% | -6.3% |
| 7D | -19.9% | +7.1% | -27.1% | -20.3% |
| 30D | -29.7% | +12.7% | -42.3% | -30.5% |
| 3M | -19.6% | 0.0% | -19.6% | -19.5% |
| 6M | -29.4% | +7.6% | -37.0% | -30.1% |
| YTD | -29.7% | +35.0% | -64.7% | -32.7% |
| 1Y | -40.0% | +37.6% | -77.6% | -42.8% |
| 3Y | +231.0% | +51.5% | +179.5% | +206.4% |
| 5Y | +500.1% | +50.2% | +449.8% | +419.7% |
| All | +500.1% | +50.9% | +449.2% | +419.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling