+6,034.5%
FIX vs VTV
+227.6%
+5,806.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | +3.5% | -0.7% | +4.2% | +4.5% |
| 30D | -3.5% | -0.5% | -3.0% | -2.9% |
| 3M | -11.8% | +5.3% | -17.1% | -17.8% |
| 6M | +17.8% | +12.9% | +4.9% | +0.3% |
| YTD | +73.3% | +18.5% | +54.8% | +38.4% |
| 1Y | +128.1% | +25.3% | +102.8% | +69.2% |
| 3Y | +772.7% | +68.2% | +704.5% | +345.1% |
| 5Y | +2,166.4% | +80.6% | +2,085.8% | +961.3% |
| 10Y | +6,034.5% | +232.9% | +5,801.5% | +1,376.1% |
| All | +6,034.5% | +227.6% | +5,806.9% | +1,376.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling