+769.3%
VST vs BUD
+46.3%
+723.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +8.9% | +0.3% | +8.6% | +8.9% |
| 30D | +6.2% | -5.7% | +11.9% | +7.0% |
| 3M | -2.7% | +3.1% | -5.8% | -3.4% |
| 6M | -8.4% | +7.9% | -16.2% | -9.8% |
| YTD | -7.2% | +27.3% | -34.5% | -11.0% |
| 1Y | -20.9% | +37.8% | -58.7% | -25.2% |
| 3Y | +384.0% | +49.8% | +334.1% | +340.6% |
| All | +769.3% | +46.3% | +723.0% | +635.6% |
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 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