+25.7%
C vs VTV
+23.7%
+2.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | +4.2% | +2.9% | +1.3% | -0.7% |
| 30D | +2.0% | +3.8% | -1.8% | -4.1% |
| 3M | -10.1% | +1.6% | -11.7% | -12.3% |
| 6M | +1.0% | +11.2% | -10.2% | -15.0% |
| YTD | +8.5% | +22.0% | -13.5% | -20.9% |
| 1Y | +25.7% | +24.9% | +0.8% | -10.8% |
| All | +25.7% | +23.7% | +2.0% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling