+88.0%
VTR vs BUD
+44.7%
+43.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.2% |
| 7D | -2.9% | -1.3% | -1.6% | -2.5% |
| 30D | -2.8% | -6.1% | +3.4% | -0.8% |
| 3M | +9.0% | -3.8% | +12.8% | +10.2% |
| 6M | +5.0% | +8.2% | -3.2% | +1.9% |
| YTD | +16.9% | +23.6% | -6.6% | +8.5% |
| 1Y | +34.3% | +33.4% | +0.9% | +21.0% |
| 3Y | +131.6% | +45.3% | +86.3% | +96.9% |
| 5Y | +88.0% | +44.3% | +43.7% | +55.2% |
| All | +88.0% | +44.7% | +43.3% | +55.2% |
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