+101.1%
AKAM vs VTV
+234.5%
-133.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.9% |
| 7D | +1.5% | -1.1% | +2.6% | +2.4% |
| 30D | -13.0% | -1.0% | -12.0% | -12.3% |
| 3M | -19.4% | +4.6% | -24.0% | -22.3% |
| 6M | +0.3% | +13.5% | -13.2% | -8.9% |
| YTD | +22.4% | +18.5% | +3.9% | +7.4% |
| 1Y | +34.8% | +22.9% | +11.9% | +15.2% |
| 3Y | +1.9% | +67.8% | -65.9% | -29.9% |
| 5Y | -4.6% | +81.8% | -86.4% | -37.8% |
| All | +101.1% | +234.5% | -133.4% | -16.9% |
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