+198.7%
B vs VTV
+69.1%
+129.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -0.6% |
| 7D | +2.3% | +0.3% | +2.0% | +2.0% |
| 30D | +1.4% | +0.1% | +1.2% | +1.2% |
| 3M | +12.2% | +6.2% | +6.0% | +5.8% |
| 6M | -2.1% | +13.5% | -15.6% | -12.8% |
| YTD | +2.9% | +18.9% | -15.9% | -11.5% |
| 1Y | +55.3% | +25.8% | +29.5% | +27.6% |
| 3Y | +198.7% | +68.7% | +129.9% | +83.1% |
| All | +198.7% | +69.1% | +129.6% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling