-1.5%
BUDA price history and return analytics
+12.2%
-13.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.0% |
| 7D | -1.4% | -0.1% | -1.2% | -1.4% |
| 30D | +1.1% | -0.7% | +1.8% | +1.0% |
| 3M | +1.9% | +4.0% | -2.1% | +2.9% |
| 6M | -11.2% | +12.3% | -23.5% | -12.5% |
| All | -1.5% | +12.2% | -13.7% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling