+755.2%
AKAM vs VTV
+712.5%
+42.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.2% |
| 7D | +5.4% | -0.7% | +6.0% | +6.1% |
| 30D | -5.9% | -0.5% | -5.4% | -5.4% |
| 3M | -19.6% | +5.3% | -24.9% | -24.0% |
| 6M | +8.5% | +12.9% | -4.4% | -4.2% |
| YTD | +26.9% | +18.5% | +8.5% | +6.3% |
| 1Y | +41.7% | +25.3% | +16.4% | +12.0% |
| 3Y | +5.8% | +68.2% | -62.4% | -38.1% |
| 5Y | -2.3% | +80.6% | -83.0% | -47.4% |
| 10Y | +111.0% | +232.9% | -122.0% | -47.0% |
| All | +755.2% | +712.5% | +42.8% | -35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling