+269.3%
C vs VTV
+69.1%
+200.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.6% |
| 7D | +3.2% | +0.3% | +2.9% | +2.7% |
| 30D | +1.3% | +0.1% | +1.1% | +1.1% |
| 3M | +3.1% | +6.2% | -3.1% | -6.3% |
| 6M | +29.6% | +13.5% | +16.1% | +5.9% |
| YTD | +19.0% | +18.9% | +0.1% | -9.5% |
| 1Y | +45.6% | +25.8% | +19.9% | +1.3% |
| 3Y | +269.3% | +68.7% | +200.5% | +68.7% |
| All | +269.3% | +69.1% | +200.2% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling