+887.5%
BUUU price history and return analytics
+22.3%
+865.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.5% |
| 7D | +14.2% | -1.1% | +15.3% | +15.5% |
| 30D | +28.0% | -1.0% | +29.0% | +29.3% |
| 3M | +134.6% | +3.2% | +131.4% | +126.1% |
| 6M | +193.5% | +12.5% | +181.0% | +142.6% |
| YTD | +515.3% | +14.1% | +501.2% | +398.5% |
| 1Y | +489.6% | +18.9% | +470.6% | +380.5% |
| All | +887.5% | +22.3% | +865.2% | +716.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling