+199.0%
SLB vs VTV
+721.7%
-522.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.5% |
| 7D | +0.8% | +0.5% | +0.3% | +0.1% |
| 30D | +15.8% | +1.1% | +14.7% | +14.1% |
| 3M | -0.3% | +5.9% | -6.2% | -7.7% |
| 6M | +21.3% | +11.6% | +9.7% | +4.9% |
| YTD | +52.3% | +19.8% | +32.5% | +20.2% |
| 1Y | +63.6% | +26.2% | +37.4% | +20.5% |
| 3Y | +3.8% | +68.5% | -64.7% | -47.2% |
| 5Y | +128.6% | +79.9% | +48.8% | +8.2% |
| 10Y | -3.1% | +229.7% | -232.7% | -76.6% |
| All | +199.0% | +721.7% | -522.7% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling