+171.5%
B vs VTV
+736.6%
-565.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -7.3% | +2.9% | -10.2% | -8.6% |
| 30D | -3.3% | +3.8% | -7.1% | -5.0% |
| 3M | -7.8% | +1.6% | -9.3% | -8.4% |
| 6M | -15.5% | +11.2% | -26.7% | -19.4% |
| YTD | -12.3% | +22.0% | -34.2% | -19.6% |
| 1Y | +5.4% | +24.9% | -19.5% | -4.4% |
| 3Y | +165.5% | +78.5% | +87.1% | +105.6% |
| 5Y | +107.0% | +77.8% | +29.3% | +60.2% |
| 10Y | +210.6% | +231.1% | -20.5% | +73.2% |
| All | +171.5% | +736.6% | -565.0% | -28.4% |
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 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