+402.8%
VUG vs BUD
-2.1%
+404.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -1.2% |
| 7D | +2.5% | +1.0% | +1.5% | +2.2% |
| 30D | -6.3% | +6.7% | -13.0% | -8.2% |
| 3M | -6.0% | +5.7% | -11.7% | -7.9% |
| 6M | -3.5% | +5.8% | -9.4% | -5.8% |
| YTD | +3.9% | +34.4% | -30.5% | -6.0% |
| 1Y | +5.1% | +33.3% | -28.2% | -4.8% |
| 3Y | +77.9% | +48.8% | +29.1% | +52.5% |
| 5Y | +62.4% | +52.5% | +9.9% | +36.1% |
| All | +402.8% | -2.1% | +404.9% | +345.0% |
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