+43.2%
TER vs VTV
+28.2%
+14.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.5% | -8.3% | -11.1% |
| 7D | -19.9% | +1.8% | -21.7% | -24.4% |
| 30D | -43.5% | +6.0% | -49.5% | -53.8% |
| 3M | -37.8% | +3.7% | -41.4% | -45.3% |
| 6M | -25.6% | +13.9% | -39.5% | -52.8% |
| YTD | +29.8% | +22.8% | +7.1% | -30.5% |
| 1Y | +43.2% | +27.9% | +15.3% | -29.6% |
| All | +43.2% | +28.2% | +14.9% | -29.6% |
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