+310.3%
IVV vs VTV
+230.1%
+80.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +2.6% | +2.9% | -0.3% | -0.3% |
| 30D | -2.0% | +3.8% | -5.8% | -5.5% |
| 3M | -2.8% | +1.6% | -4.3% | -4.2% |
| 6M | +2.2% | +11.2% | -9.0% | -8.1% |
| YTD | +11.5% | +22.0% | -10.5% | -8.6% |
| 1Y | +13.5% | +24.9% | -11.4% | -9.1% |
| 3Y | +78.1% | +78.5% | -0.4% | 0.0% |
| 5Y | +73.1% | +77.8% | -4.7% | -1.8% |
| All | +310.3% | +230.1% | +80.3% | +30.1% |
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