+77.7%
VUG vs BUD
+49.3%
+28.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | -3.4% | +4.5% | -7.9% | -3.7% |
| 30D | -11.1% | +12.5% | -23.6% | -11.9% |
| 3M | -7.2% | 0.0% | -7.2% | -7.3% |
| 6M | -4.1% | +3.8% | -7.9% | -4.6% |
| YTD | +1.4% | +33.1% | -31.7% | -1.9% |
| 1Y | +1.9% | +35.5% | -33.6% | -1.6% |
| 3Y | +77.7% | +49.4% | +28.3% | +64.7% |
| All | +77.7% | +49.3% | +28.4% | +64.7% |
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 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