+1,350.9%
VUG vs BUD
+201.1%
+1,149.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.1% | +0.3% | -0.4% | -0.2% |
| 30D | -0.3% | -5.7% | +5.4% | +1.6% |
| 3M | -0.7% | +3.1% | -3.8% | -2.1% |
| 6M | +14.6% | +7.9% | +6.8% | +10.9% |
| YTD | +9.0% | +27.3% | -18.3% | -0.8% |
| 1Y | +14.9% | +37.8% | -22.9% | +1.4% |
| 3Y | +86.0% | +49.8% | +36.2% | +55.5% |
| 5Y | +76.7% | +43.8% | +32.9% | +47.6% |
| 10Y | +411.3% | -22.6% | +433.9% | +411.2% |
| All | +1,350.9% | +201.1% | +1,149.8% | +692.5% |
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