+65.2%
ALAB vs VTV
+27.0%
+38.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.2% | +10.0% | +10.2% |
| 7D | +7.2% | +0.5% | +6.7% | +6.2% |
| 30D | -2.5% | +1.1% | -3.6% | -4.7% |
| 3M | -13.3% | +5.9% | -19.2% | -22.1% |
| 6M | +172.8% | +11.6% | +161.2% | +121.9% |
| YTD | +86.6% | +19.8% | +66.8% | +45.6% |
| 1Y | +65.2% | +26.2% | +38.9% | +27.0% |
| All | +65.2% | +27.0% | +38.2% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling