+131.6%
C vs VTV
+80.5%
+51.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.5% |
| 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% | -5.5% |
| 6M | +29.6% | +13.5% | +16.1% | +7.9% |
| YTD | +19.0% | +18.9% | +0.1% | -7.2% |
| 1Y | +45.6% | +25.8% | +19.9% | +4.8% |
| 3Y | +269.3% | +68.7% | +200.5% | +80.6% |
| 5Y | +131.6% | +80.3% | +51.2% | +3.8% |
| All | +131.6% | +80.5% | +51.1% | +3.8% |
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 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