+1,218.2%
BE vs VTV
+78.5%
+1,139.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -2.5% |
| 7D | +9.7% | -2.1% | +11.8% | +14.8% |
| 30D | +22.4% | -1.3% | +23.7% | +26.1% |
| 3M | +10.4% | +5.6% | +4.7% | -2.4% |
| 6M | +67.9% | +12.4% | +55.5% | +31.8% |
| YTD | +197.5% | +17.6% | +179.8% | +113.4% |
| 1Y | +310.6% | +23.5% | +287.1% | +168.1% |
| 3Y | +1,657.2% | +67.0% | +1,590.2% | +524.7% |
| 5Y | +1,218.2% | +80.5% | +1,137.6% | +347.3% |
| All | +1,218.2% | +78.5% | +1,139.6% | +347.3% |
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