+142.4%
GILD vs VTV
+80.6%
+61.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.3% |
| 7D | -4.8% | -1.1% | -3.7% | -4.1% |
| 30D | +5.8% | -1.0% | +6.8% | +6.6% |
| 3M | +14.9% | +4.6% | +10.3% | +11.3% |
| 6M | -0.4% | +13.5% | -13.9% | -8.9% |
| YTD | +18.5% | +18.5% | 0.0% | +5.2% |
| 1Y | +25.1% | +22.9% | +2.2% | +8.2% |
| 3Y | +105.9% | +67.8% | +38.0% | +42.4% |
| All | +142.4% | +80.6% | +61.8% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling