+1,230.0%
BUUU price history and return analytics
+19.0%
+1,211.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.3% | +8.2% | +8.2% |
| 7D | +1.1% | +2.4% | -1.2% | -1.2% |
| 30D | +24.0% | -1.5% | +25.5% | +26.3% |
| 3M | +89.9% | -4.1% | +94.0% | +99.0% |
| 6M | +160.4% | +0.6% | +159.8% | +157.0% |
| YTD | +728.7% | +11.0% | +717.6% | +592.3% |
| 1Y | +558.4% | +13.3% | +545.1% | +441.9% |
| All | +1,230.0% | +19.0% | +1,211.0% | +1,033.4% |
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