-7.5%
BUD price history and return analytics
+223.7%
-231.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.8% |
| 7D | +1.3% | +0.4% | +1.0% | +0.8% |
| 30D | +10.0% | -2.6% | +12.6% | +12.1% |
| 3M | +1.6% | -3.2% | +4.8% | +4.0% |
| 6M | +6.5% | +0.9% | +5.6% | +4.6% |
| YTD | +34.8% | +11.3% | +23.5% | +21.7% |
| 1Y | +36.5% | +14.0% | +22.5% | +20.6% |
| 3Y | +49.0% | +75.8% | -26.9% | -12.6% |
| 5Y | +51.7% | +57.8% | -6.1% | -1.9% |
| 10Y | -7.5% | +219.8% | -227.3% | -69.3% |
| All | -7.5% | +223.7% | -231.2% | -69.3% |
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