-0.1%
BUD price history and return analytics
+221.8%
-221.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | +1.0% | +2.4% | -1.3% | -1.0% |
| 30D | +6.7% | -1.5% | +8.2% | +7.6% |
| 3M | +5.7% | -4.1% | +9.8% | +9.0% |
| 6M | +5.8% | +0.6% | +5.3% | +4.3% |
| YTD | +34.4% | +11.0% | +23.4% | +21.5% |
| 1Y | +33.3% | +13.3% | +19.9% | +18.3% |
| 3Y | +48.8% | +73.4% | -24.6% | -11.6% |
| 5Y | +52.5% | +57.4% | -4.9% | -1.2% |
| All | -0.1% | +221.8% | -221.9% | -66.3% |
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