+70.3%
T vs VTV
+234.5%
-164.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.4% |
| 7D | +1.5% | -1.1% | +2.6% | +2.3% |
| 30D | +7.5% | -1.0% | +8.5% | +8.3% |
| 3M | +14.8% | +4.6% | +10.2% | +10.9% |
| 6M | -1.7% | +13.5% | -15.3% | -11.1% |
| YTD | +8.7% | +18.5% | -9.8% | -5.1% |
| 1Y | -7.5% | +22.9% | -30.4% | -21.6% |
| 3Y | +110.2% | +67.8% | +42.4% | +36.7% |
| 5Y | +71.6% | +81.8% | -10.2% | +3.7% |
| All | +70.3% | +234.5% | -164.3% | -35.0% |
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 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