+541.1%
VT vs BUD
+213.5%
+327.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.5% |
| 7D | -0.3% | +3.3% | -3.6% | -1.7% |
| 30D | -1.4% | +11.8% | -13.3% | -5.9% |
| 3M | -1.4% | -1.1% | -0.3% | -1.4% |
| 6M | +5.5% | +14.9% | -9.4% | -1.1% |
| YTD | +12.8% | +32.6% | -19.8% | -0.4% |
| 1Y | +15.4% | +37.2% | -21.7% | +0.3% |
| 3Y | +76.9% | +48.8% | +28.1% | +45.4% |
| 5Y | +60.4% | +50.7% | +9.7% | +28.6% |
| 10Y | +232.8% | -8.9% | +241.7% | +209.2% |
| All | +541.1% | +213.5% | +327.5% | +195.6% |
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 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