+294.5%
VTI vs BUD
-22.8%
+317.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.0% | -3.2% | +1.2% | -1.0% |
| 30D | -1.9% | -3.7% | +1.7% | -0.9% |
| 3M | +4.5% | -4.4% | +9.0% | +5.7% |
| 6M | +12.6% | +7.7% | +4.9% | +9.3% |
| YTD | +12.0% | +23.1% | -11.1% | +4.0% |
| 1Y | +17.3% | +33.6% | -16.3% | +5.9% |
| 3Y | +75.3% | +44.7% | +30.6% | +51.1% |
| 5Y | +74.0% | +44.9% | +29.1% | +47.4% |
| All | +294.5% | -22.8% | +317.4% | +262.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling