+213.0%
BUD price history and return analytics
+517.4%
-304.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | +4.5% | -2.3% | +6.8% | +6.4% |
| 30D | +12.5% | -5.0% | +17.5% | +17.1% |
| 3M | 0.0% | -4.9% | +4.9% | +3.9% |
| 6M | +3.8% | -1.5% | +5.3% | +4.2% |
| YTD | +33.1% | +8.5% | +24.6% | +22.5% |
| 1Y | +35.5% | +11.4% | +24.1% | +21.8% |
| 3Y | +49.4% | +70.1% | -20.7% | -10.0% |
| 5Y | +48.0% | +53.7% | -5.7% | -2.7% |
| 10Y | -8.6% | +220.0% | -228.5% | -68.8% |
| All | +213.0% | +517.4% | -304.4% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling