+897.3%
VST vs BUD
-19.6%
+917.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -8.0% | -6.6% |
| 7D | -19.9% | +7.1% | -27.1% | -21.7% |
| 30D | -29.7% | +12.7% | -42.3% | -32.5% |
| 3M | -19.6% | 0.0% | -19.6% | -20.1% |
| 6M | -29.4% | +7.6% | -37.0% | -31.8% |
| YTD | -29.7% | +35.0% | -64.7% | -37.0% |
| 1Y | -40.0% | +37.6% | -77.6% | -46.7% |
| 3Y | +231.0% | +51.5% | +179.5% | +176.8% |
| 5Y | +500.1% | +50.2% | +449.8% | +390.8% |
| 10Y | +1,004.2% | -7.2% | +1,011.4% | +805.1% |
| All | +897.3% | -19.6% | +917.0% | +711.7% |
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 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