-23.1%
BUD price history and return analytics
+221.4%
-244.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.8% | +1.0% | -0.3% | -0.1% |
| 30D | -4.8% | -0.2% | -4.6% | -4.6% |
| 3M | +1.4% | +4.5% | -3.2% | -2.7% |
| 6M | +9.9% | +14.1% | -4.2% | -2.2% |
| YTD | +26.3% | +14.8% | +11.6% | +11.6% |
| 1Y | +36.1% | +21.2% | +15.0% | +14.4% |
| 3Y | +48.6% | +76.6% | -28.0% | -12.5% |
| 5Y | +45.0% | +66.6% | -21.6% | -10.2% |
| 10Y | -23.1% | +222.3% | -245.4% | -73.0% |
| All | -23.1% | +221.4% | -244.5% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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