+67.8%
B vs VTV
+27.0%
+40.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -1.8% |
| 7D | -1.6% | +0.5% | -2.1% | -2.4% |
| 30D | +9.4% | +1.1% | +8.3% | +7.4% |
| 3M | +5.0% | +5.9% | -0.9% | -4.7% |
| 6M | -3.5% | +11.6% | -15.2% | -19.3% |
| YTD | +4.5% | +19.8% | -15.4% | -17.2% |
| 1Y | +67.8% | +26.2% | +41.5% | +32.5% |
| All | +67.8% | +27.0% | +40.8% | +32.5% |
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