+199.9%
B vs VTV
+232.1%
-32.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | -5.0% | -2.1% | -3.0% | -4.2% |
| 30D | +8.7% | -1.3% | +10.0% | +9.3% |
| 3M | +17.3% | +5.6% | +11.7% | +14.9% |
| 6M | -5.0% | +12.4% | -17.4% | -9.0% |
| YTD | +1.4% | +17.6% | -16.2% | -4.3% |
| 1Y | +50.5% | +23.5% | +27.0% | +39.6% |
| 3Y | +194.4% | +67.0% | +127.3% | +147.7% |
| 5Y | +156.7% | +80.5% | +76.1% | +111.7% |
| All | +199.9% | +232.1% | -32.2% | +122.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling