+164.9%
BUG price history and return analytics
+138.3%
+26.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -1.7% | +1.0% | -2.7% | -2.6% |
| 30D | -2.0% | -0.2% | -1.8% | -1.7% |
| 3M | +17.6% | +4.5% | +13.0% | +12.6% |
| 6M | +52.6% | +14.1% | +38.6% | +33.8% |
| YTD | +34.1% | +14.8% | +19.3% | +16.8% |
| 1Y | +17.6% | +21.2% | -3.6% | -2.9% |
| 3Y | +63.4% | +76.6% | -13.2% | -5.5% |
| 5Y | +29.0% | +66.6% | -37.6% | -21.3% |
| All | +164.9% | +138.3% | +26.7% | +30.0% |
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