+457.5%
T vs VTV
+736.6%
-279.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +2.5% | +2.9% | -0.4% | +0.4% |
| 30D | -3.8% | +3.8% | -7.6% | -6.4% |
| 3M | -8.7% | +1.6% | -10.3% | -9.8% |
| 6M | -8.1% | +11.2% | -19.3% | -15.2% |
| YTD | -6.4% | +22.0% | -28.4% | -19.8% |
| 1Y | -9.8% | +24.9% | -34.6% | -24.0% |
| 3Y | +65.5% | +78.5% | -13.0% | +5.1% |
| 5Y | +57.0% | +77.8% | -20.8% | -0.5% |
| 10Y | +60.8% | +231.1% | -170.3% | -36.6% |
| All | +457.5% | +736.6% | -279.0% | +4.9% |
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