+46.5%
VTRS vs BUD
+44.8%
+1.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -3.3% | -3.2% | -0.1% | -1.9% |
| 30D | +1.4% | -3.7% | +5.0% | +3.0% |
| 3M | +4.6% | -4.4% | +9.1% | +6.5% |
| 6M | +18.1% | +7.7% | +10.3% | +13.0% |
| YTD | +34.7% | +23.1% | +11.6% | +20.3% |
| 1Y | +65.6% | +33.6% | +32.0% | +42.1% |
| 3Y | +83.8% | +44.7% | +39.1% | +46.9% |
| 5Y | +46.5% | +44.9% | +1.5% | +22.2% |
| All | +46.5% | +44.8% | +1.7% | +22.2% |
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