+76.9%
IVV vs VTV
+78.0%
-1.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -3.7% | +3.2% | -6.9% | -6.6% |
| 3M | -2.7% | +1.7% | -4.4% | -4.3% |
| 6M | +2.2% | +11.0% | -8.8% | -8.0% |
| YTD | +10.9% | +21.0% | -10.1% | -8.6% |
| 1Y | +11.3% | +24.3% | -12.9% | -10.8% |
| 3Y | +76.9% | +76.9% | -0.1% | +2.5% |
| All | +76.9% | +78.0% | -1.1% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling