+195.6%
BUG price history and return analytics
+131.1%
+64.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +2.0% |
| 7D | -2.0% | +0.4% | -2.3% | -2.2% |
| 30D | -9.0% | -2.6% | -6.4% | -6.4% |
| 3M | +9.3% | -3.2% | +12.5% | +13.1% |
| 6M | +47.9% | +0.9% | +46.9% | +46.8% |
| YTD | +49.6% | +11.3% | +38.3% | +34.4% |
| 1Y | +36.8% | +14.0% | +22.8% | +20.1% |
| 3Y | +88.9% | +75.8% | +13.1% | +9.8% |
| 5Y | +33.9% | +57.8% | -24.0% | -14.2% |
| All | +195.6% | +131.1% | +64.4% | +49.6% |
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 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