+780.7%
GOOG vs VTV
+234.5%
+546.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.9% |
| 7D | 0.0% | -1.1% | +1.1% | +1.1% |
| 30D | -2.0% | -1.0% | -0.9% | -1.0% |
| 3M | -5.9% | +4.6% | -10.5% | -9.9% |
| 6M | +8.9% | +13.5% | -4.6% | -3.3% |
| YTD | +7.1% | +18.5% | -11.4% | -8.8% |
| 1Y | +39.7% | +22.9% | +16.8% | +14.9% |
| 3Y | +145.8% | +67.8% | +78.0% | +49.0% |
| 5Y | +138.6% | +81.8% | +56.8% | +35.7% |
| All | +780.7% | +234.5% | +546.2% | +204.7% |
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