+158.8%
B vs VTV
+80.1%
+78.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | +1.0% | -0.7% | +1.7% | +1.6% |
| 30D | +9.5% | -0.5% | +10.0% | +10.0% |
| 3M | +14.3% | +5.3% | +9.0% | +10.1% |
| 6M | -1.9% | +12.9% | -14.7% | -9.9% |
| YTD | +4.1% | +18.5% | -14.4% | -7.3% |
| 1Y | +56.1% | +25.3% | +30.8% | +34.0% |
| 3Y | +202.0% | +68.2% | +133.8% | +114.1% |
| 5Y | +158.8% | +80.6% | +78.2% | +81.3% |
| All | +158.8% | +80.1% | +78.7% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling