+319.9%
ADP vs VTV
+230.1%
+89.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.4% |
| 7D | +2.2% | +2.9% | -0.7% | -0.8% |
| 30D | +10.6% | +3.8% | +6.8% | +6.4% |
| 3M | +12.9% | +1.6% | +11.4% | +11.0% |
| 6M | +50.6% | +11.2% | +39.4% | +34.6% |
| YTD | +23.2% | +22.0% | +1.2% | -0.4% |
| 1Y | +25.3% | +24.9% | +0.4% | -1.2% |
| 3Y | +47.1% | +78.5% | -31.3% | -20.9% |
| 5Y | +50.1% | +77.8% | -27.7% | -18.6% |
| All | +319.9% | +230.1% | +89.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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