+149.4%
MAR vs VTV
+80.6%
+68.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +0.8% |
| 7D | -0.5% | -1.1% | +0.6% | +0.9% |
| 30D | -5.4% | -1.0% | -4.4% | -4.1% |
| 3M | -15.5% | +4.6% | -20.1% | -20.4% |
| 6M | +3.0% | +13.5% | -10.5% | -12.6% |
| YTD | +8.5% | +18.5% | -10.0% | -12.8% |
| 1Y | +26.0% | +22.9% | +3.1% | -3.4% |
| 3Y | +68.6% | +67.8% | +0.8% | -12.2% |
| All | +149.4% | +80.6% | +68.8% | +20.6% |
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