+24.5%
ALAB vs VTV
+28.2%
-3.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -7.2% |
| 7D | -24.9% | +1.8% | -26.7% | -27.5% |
| 30D | -38.4% | +6.0% | -44.4% | -45.7% |
| 3M | -38.3% | +3.7% | -41.9% | -42.8% |
| 6M | +10.9% | +13.9% | -3.0% | -14.5% |
| YTD | +34.2% | +22.8% | +11.4% | -7.9% |
| 1Y | +24.5% | +27.9% | -3.4% | -21.0% |
| All | +24.5% | +28.2% | -3.7% | -21.0% |
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