+84.6%
MRK vs VTV
+28.2%
+56.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +2.2% |
| 7D | +6.7% | +1.8% | +4.9% | +4.6% |
| 30D | +7.8% | +6.0% | +1.8% | +1.0% |
| 3M | +18.2% | +3.7% | +14.5% | +13.7% |
| 6M | +34.7% | +13.9% | +20.7% | +17.0% |
| YTD | +45.8% | +22.8% | +23.0% | +15.0% |
| 1Y | +84.6% | +27.9% | +56.7% | +38.0% |
| All | +84.6% | +28.2% | +56.3% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling