+73.1%
BAC vs VTV
+80.1%
-7.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.9% |
| 7D | +0.6% | -0.7% | +1.3% | +1.5% |
| 30D | -1.4% | -0.5% | -0.9% | -0.7% |
| 3M | +15.7% | +5.3% | +10.4% | +7.6% |
| 6M | +32.2% | +12.9% | +19.3% | +11.5% |
| YTD | +15.8% | +18.5% | -2.7% | -8.9% |
| 1Y | +27.3% | +25.3% | +2.0% | -7.5% |
| 3Y | +137.5% | +68.2% | +69.3% | +14.6% |
| 5Y | +73.1% | +80.6% | -7.6% | -23.9% |
| All | +73.1% | +80.1% | -7.1% | -23.9% |
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