+159.7%
GILD vs VTV
+234.5%
-74.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.2% |
| 7D | -4.8% | -1.1% | -3.7% | -4.1% |
| 30D | +5.8% | -1.0% | +6.8% | +6.5% |
| 3M | +14.9% | +4.6% | +10.3% | +11.6% |
| 6M | -0.4% | +13.5% | -13.9% | -8.1% |
| YTD | +18.5% | +18.5% | 0.0% | +6.4% |
| 1Y | +25.1% | +22.9% | +2.2% | +9.7% |
| 3Y | +105.9% | +67.8% | +38.0% | +48.0% |
| 5Y | +143.0% | +81.8% | +61.1% | +65.7% |
| All | +159.7% | +234.5% | -74.8% | +10.7% |
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 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