+53.4%
VT vs BUD
+50.9%
+2.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.9% | -4.6% |
| 7D | -4.2% | +7.1% | -11.3% | -6.1% |
| 30D | -5.8% | +12.7% | -18.5% | -9.1% |
| 3M | -5.2% | 0.0% | -5.3% | -5.5% |
| 6M | +0.1% | +7.6% | -7.5% | -2.6% |
| YTD | +8.2% | +35.0% | -26.8% | -2.3% |
| 1Y | +10.1% | +37.6% | -27.4% | -1.3% |
| 3Y | +69.7% | +51.5% | +18.1% | +43.7% |
| 5Y | +53.4% | +50.2% | +3.1% | +25.5% |
| All | +53.4% | +50.9% | +2.5% | +25.5% |
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