+778.2%
VTV vs BUD
+201.1%
+577.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | +1.1% | -5.7% | +6.8% | +3.1% |
| 3M | +5.9% | +3.1% | +2.8% | +4.4% |
| 6M | +11.6% | +7.9% | +3.8% | +8.0% |
| YTD | +19.8% | +27.3% | -7.5% | +9.0% |
| 1Y | +26.2% | +37.8% | -11.6% | +11.3% |
| 3Y | +68.5% | +49.8% | +18.6% | +41.1% |
| 5Y | +79.9% | +43.8% | +36.0% | +49.8% |
| 10Y | +229.7% | -22.6% | +252.3% | +227.3% |
| All | +778.2% | +201.1% | +577.1% | +359.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling