-50.0%
VTRS vs BUD
-22.3%
-27.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.5% |
| 7D | -2.2% | -2.6% | +0.4% | -1.1% |
| 30D | +3.3% | -1.2% | +4.5% | +3.8% |
| 3M | +2.0% | -4.9% | +6.9% | +3.9% |
| 6M | +19.9% | +9.3% | +10.7% | +14.4% |
| YTD | +35.7% | +24.0% | +11.8% | +22.1% |
| 1Y | +68.1% | +34.5% | +33.6% | +45.7% |
| 3Y | +87.1% | +43.7% | +43.4% | +54.3% |
| 5Y | +47.6% | +46.0% | +1.6% | +20.2% |
| All | -50.0% | -22.3% | -27.7% | -53.1% |
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 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