+873.0%
BUUU price history and return analytics
+21.2%
+851.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.6% |
| 7D | +22.9% | -2.0% | +24.9% | +25.5% |
| 30D | +35.0% | -1.4% | +36.4% | +37.0% |
| 3M | +138.6% | +4.7% | +133.9% | +125.1% |
| 6M | +135.9% | +11.4% | +124.5% | +97.1% |
| YTD | +506.2% | +13.1% | +493.2% | +395.9% |
| 1Y | +484.4% | +19.0% | +465.4% | +383.4% |
| All | +873.0% | +21.2% | +851.8% | +711.9% |
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