+51.1%
BUFD price history and return analytics
+85.9%
-34.8%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +0.1% | -0.7% | +0.8% | +0.4% |
| 3M | +2.6% | +4.0% | -1.4% | +0.9% |
| 6M | +6.8% | +12.3% | -5.5% | +1.5% |
| YTD | +7.2% | +14.0% | -6.8% | +1.2% |
| 1Y | +10.8% | +20.3% | -9.5% | +2.2% |
| 3Y | +39.5% | +75.4% | -36.0% | +9.8% |
| 5Y | +44.5% | +66.0% | -21.4% | +14.2% |
| All | +51.1% | +85.9% | -34.8% | +15.9% |
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