+112.2%
C vs VTV
+76.8%
+35.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -5.2% | +3.2% | -8.4% | -9.4% |
| 3M | -9.1% | +1.7% | -10.7% | -11.1% |
| 6M | -1.6% | +11.0% | -12.6% | -15.4% |
| YTD | +6.9% | +21.0% | -14.1% | -18.7% |
| 1Y | +23.0% | +24.3% | -1.3% | -10.0% |
| 3Y | +216.1% | +76.9% | +139.2% | +44.7% |
| 5Y | +112.2% | +76.9% | +35.3% | -2.7% |
| All | +112.2% | +76.8% | +35.4% | -2.7% |
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 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