+192.9%
BUG price history and return analytics
+131.2%
+61.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +3.0% | +2.9% | +0.1% | +0.3% |
| 30D | -7.0% | -2.5% | -4.5% | -4.5% |
| 3M | +5.5% | -3.3% | +8.8% | +9.3% |
| 6M | +50.1% | +1.5% | +48.6% | +48.2% |
| YTD | +48.2% | +11.4% | +36.9% | +33.1% |
| 1Y | +35.2% | +11.9% | +23.2% | +20.8% |
| 3Y | +83.4% | +73.9% | +9.6% | +7.8% |
| 5Y | +33.1% | +57.9% | -24.8% | -14.7% |
| All | +192.9% | +131.2% | +61.7% | +48.2% |
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 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