+3.7%
F vs VTV
+28.2%
-24.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +0.5% |
| 7D | +6.0% | +1.8% | +4.2% | +3.1% |
| 30D | +4.3% | +6.0% | -1.7% | -4.9% |
| 3M | -10.1% | +3.7% | -13.7% | -14.9% |
| 6M | +12.8% | +13.9% | -1.2% | -8.6% |
| YTD | -0.1% | +22.8% | -22.9% | -27.9% |
| 1Y | +3.7% | +27.9% | -24.2% | -30.7% |
| All | +3.7% | +28.2% | -24.6% | -30.7% |
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 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