+23.5%
ALAB vs VTV
+23.7%
-0.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -4.0% |
| 7D | +0.6% | -2.1% | +2.7% | +4.7% |
| 30D | -8.8% | -1.3% | -7.5% | -6.5% |
| 3M | -14.0% | +5.6% | -19.6% | -22.4% |
| 6M | +144.3% | +12.4% | +131.9% | +100.6% |
| YTD | +71.0% | +17.6% | +53.4% | +38.4% |
| 1Y | +23.5% | +23.5% | 0.0% | +1.0% |
| All | +23.5% | +23.7% | -0.2% | +1.0% |
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