+87.9%
VUG vs BUD
+48.7%
+39.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +0.9% | +0.8% | +0.1% | +0.8% |
| 30D | -1.4% | -4.8% | +3.4% | -1.0% |
| 3M | +2.3% | +1.4% | +1.0% | +2.0% |
| 6M | +15.7% | +9.9% | +5.8% | +14.1% |
| YTD | +8.6% | +26.3% | -17.7% | +5.2% |
| 1Y | +14.1% | +36.1% | -22.1% | +9.4% |
| 3Y | +87.9% | +48.6% | +39.3% | +72.8% |
| All | +87.9% | +48.7% | +39.2% | +72.8% |
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