+26.5%
VTEB vs BUD
-8.3%
+34.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.2% | +0.8% | -1.0% | -0.2% |
| 30D | -1.6% | -4.8% | +3.2% | -1.5% |
| 3M | -2.0% | +1.4% | -3.3% | -2.1% |
| 6M | -1.7% | +9.9% | -11.5% | -2.0% |
| YTD | -0.6% | +26.3% | -26.9% | -1.4% |
| 1Y | +1.8% | +36.1% | -34.3% | +0.7% |
| 3Y | +9.6% | +48.6% | -39.0% | +7.9% |
| 5Y | +2.1% | +45.0% | -42.9% | +0.3% |
| 10Y | +18.9% | -23.1% | +42.0% | +13.7% |
| All | +26.5% | -8.3% | +34.8% | +21.5% |
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 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