+11.2%
EW vs VTV
+23.2%
-12.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.2% |
| 7D | -3.4% | -2.1% | -1.3% | -1.9% |
| 30D | -7.4% | -1.3% | -6.0% | -6.4% |
| 3M | +0.9% | +5.6% | -4.7% | -3.0% |
| 6M | +1.2% | +12.4% | -11.2% | -7.1% |
| YTD | +1.8% | +17.6% | -15.9% | -9.0% |
| All | +11.2% | +23.2% | -12.0% | -3.1% |
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