+3.8%
EXC vs VTV
+23.7%
-19.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -1.6% | -2.1% | +0.4% | -1.3% |
| 30D | -2.4% | -1.3% | -1.1% | -2.1% |
| 3M | -4.0% | +5.6% | -9.6% | -4.6% |
| 6M | -9.8% | +12.4% | -22.2% | -11.1% |
| YTD | +2.3% | +17.6% | -15.3% | -1.2% |
| 1Y | +3.8% | +23.5% | -19.7% | -1.6% |
| All | +3.8% | +23.7% | -19.9% | -1.6% |
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