+1.2%
VTEB vs BUD
+44.8%
-43.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.3% |
| 7D | -0.9% | -2.6% | +1.7% | -0.8% |
| 30D | -2.5% | -1.2% | -1.3% | -2.5% |
| 3M | -3.0% | -4.9% | +1.9% | -2.8% |
| 6M | -2.1% | +9.3% | -11.4% | -2.4% |
| YTD | -1.5% | +24.0% | -25.5% | -2.1% |
| 1Y | +0.2% | +34.5% | -34.4% | -0.7% |
| 3Y | +8.6% | +43.7% | -35.1% | +7.2% |
| All | +1.2% | +44.8% | -43.6% | -0.4% |
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