+115.3%
SPOT vs VTV
+80.6%
+34.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | 0.0% |
| 7D | -3.1% | -1.1% | -2.0% | -1.9% |
| 30D | +7.4% | -1.0% | +8.4% | +8.7% |
| 3M | +8.2% | +4.6% | +3.5% | +2.6% |
| 6M | +2.2% | +13.5% | -11.3% | -11.9% |
| YTD | -9.5% | +18.5% | -28.0% | -26.1% |
| 1Y | -23.8% | +22.9% | -46.7% | -40.7% |
| 3Y | +233.5% | +67.8% | +165.6% | +69.1% |
| All | +115.3% | +80.6% | +34.7% | +3.0% |
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 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