+17.6%
BUXX price history and return analytics
+72.3%
-54.7%
-0.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | +0.1% |
| 7D | 0.0% | -1.1% | +1.2% | +0.1% |
| 30D | +0.3% | -1.0% | +1.3% | +0.3% |
| 3M | +0.9% | +3.2% | -2.2% | +0.9% |
| 6M | +1.9% | +12.5% | -10.5% | +1.9% |
| YTD | +2.7% | +14.1% | -11.4% | +2.6% |
| 1Y | +3.9% | +18.9% | -15.0% | +3.8% |
| 3Y | +16.9% | +74.1% | -57.2% | +15.8% |
| All | +17.6% | +72.3% | -54.7% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling