+215.5%
B vs VTV
+712.6%
-497.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -2.4% | -1.1% | -1.3% | -1.9% |
| 30D | +6.3% | -1.0% | +7.4% | +6.9% |
| 3M | +12.1% | +4.6% | +7.5% | +9.9% |
| 6M | -3.1% | +13.5% | -16.6% | -8.3% |
| YTD | +2.0% | +18.5% | -16.5% | -5.3% |
| 1Y | +51.7% | +22.9% | +28.8% | +38.6% |
| 3Y | +190.5% | +67.8% | +122.7% | +131.1% |
| 5Y | +158.0% | +81.8% | +76.1% | +97.7% |
| 10Y | +205.5% | +233.0% | -27.5% | +69.5% |
| All | +215.5% | +712.6% | -497.1% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling