+41.3%
BUFD price history and return analytics
+53.4%
-12.1%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -1.4% | -2.3% | +0.9% | -0.4% |
| 30D | -2.2% | -5.0% | +2.8% | 0.0% |
| 3M | -0.8% | -4.9% | +4.1% | +1.3% |
| 6M | +1.9% | -1.5% | +3.5% | +2.4% |
| YTD | +6.1% | +8.5% | -2.4% | +2.0% |
| 1Y | +8.0% | +11.4% | -3.4% | +2.6% |
| 3Y | +39.4% | +70.1% | -30.6% | +9.8% |
| All | +41.3% | +53.4% | -12.1% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling