+1,802.9%
TER vs VTV
+232.1%
+1,570.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -2.5% |
| 7D | +9.4% | -2.1% | +11.4% | +12.6% |
| 30D | -2.4% | -1.3% | -1.1% | -0.7% |
| 3M | +6.5% | +5.6% | +0.9% | -1.2% |
| 6M | +23.2% | +12.4% | +10.8% | +6.3% |
| YTD | +91.5% | +17.6% | +73.8% | +56.4% |
| 1Y | +214.8% | +23.5% | +191.3% | +141.3% |
| 3Y | +275.3% | +67.0% | +208.3% | +98.7% |
| 5Y | +211.9% | +80.5% | +131.4% | +54.9% |
| All | +1,802.9% | +232.1% | +1,570.8% | +398.4% |
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