+555.3%
VT vs BUD
+201.1%
+354.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.4% | +0.3% | +0.2% | +0.3% |
| 30D | +1.0% | -5.7% | +6.6% | +3.2% |
| 3M | +2.4% | +3.1% | -0.7% | +0.7% |
| 6M | +12.0% | +7.9% | +4.1% | +7.9% |
| YTD | +15.3% | +27.3% | -12.0% | +3.7% |
| 1Y | +22.6% | +37.8% | -15.2% | +6.5% |
| 3Y | +74.7% | +49.8% | +24.8% | +43.2% |
| 5Y | +66.1% | +43.8% | +22.3% | +35.7% |
| 10Y | +225.0% | -22.6% | +247.6% | +227.5% |
| All | +555.3% | +201.1% | +354.2% | +208.1% |
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