+593.1%
MA vs VTV
+230.1%
+363.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +1.3% | +2.9% | -1.6% | -2.0% |
| 30D | +9.6% | +3.8% | +5.8% | +5.1% |
| 3M | +16.8% | +1.6% | +15.2% | +14.8% |
| 6M | +35.2% | +11.2% | +24.0% | +19.5% |
| YTD | +16.6% | +22.0% | -5.4% | -7.7% |
| 1Y | +19.8% | +24.9% | -5.1% | -7.7% |
| 3Y | +70.7% | +78.5% | -7.8% | -13.7% |
| 5Y | +87.4% | +77.8% | +9.6% | -4.0% |
| All | +593.1% | +230.1% | +363.0% | +74.3% |
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