+77.5%
VYM vs BUD
+44.8%
+32.8%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.9% | -3.2% | +1.3% | -1.1% |
| 30D | -2.6% | -3.7% | +1.1% | -1.7% |
| 3M | +3.6% | -4.4% | +8.0% | +4.5% |
| 6M | +8.7% | +7.7% | +1.0% | +6.1% |
| YTD | +14.1% | +23.1% | -8.9% | +7.4% |
| 1Y | +17.8% | +33.6% | -15.8% | +8.3% |
| 3Y | +64.5% | +44.7% | +19.8% | +45.1% |
| 5Y | +77.5% | +44.9% | +32.6% | +53.0% |
| All | +77.5% | +44.8% | +32.8% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling