+78.5%
VTV vs BUD
+49.6%
+28.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | +2.9% | +1.0% | +1.9% | +2.7% |
| 30D | +3.8% | +6.7% | -2.9% | +2.5% |
| 3M | +1.6% | +5.7% | -4.2% | +0.4% |
| 6M | +11.2% | +5.8% | +5.4% | +9.7% |
| YTD | +22.0% | +34.4% | -12.4% | +14.5% |
| 1Y | +24.9% | +33.3% | -8.4% | +17.4% |
| 3Y | +78.5% | +48.8% | +29.6% | +59.1% |
| All | +78.5% | +49.6% | +28.9% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling