+292.4%
C vs VTV
+234.5%
+57.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.9% |
| 7D | +0.8% | -1.1% | +1.9% | +2.5% |
| 30D | +0.9% | -1.0% | +1.9% | +2.5% |
| 3M | +1.1% | +4.6% | -3.6% | -5.7% |
| 6M | +28.4% | +13.5% | +14.9% | +5.8% |
| YTD | +20.8% | +18.5% | +2.3% | -6.7% |
| 1Y | +43.4% | +22.9% | +20.6% | +4.9% |
| 3Y | +274.9% | +67.8% | +207.0% | +73.2% |
| 5Y | +136.7% | +81.8% | +54.8% | -3.1% |
| All | +292.4% | +234.5% | +57.9% | -31.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling