+148.6%
TE vs VTV
+27.0%
+121.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.8% |
| 7D | -4.0% | +0.5% | -4.5% | -4.9% |
| 30D | -15.9% | +1.1% | -17.0% | -17.8% |
| 3M | -60.5% | +5.9% | -66.4% | -64.6% |
| 6M | -35.2% | +11.6% | -46.8% | -45.1% |
| YTD | -31.1% | +19.8% | -51.0% | -45.5% |
| 1Y | +148.6% | +26.2% | +122.4% | +100.6% |
| All | +148.6% | +27.0% | +121.6% | +100.6% |
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