+292.2%
TER vs VTV
+67.6%
+224.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.8% |
| 7D | +12.4% | -0.7% | +13.0% | +13.8% |
| 30D | +5.1% | -0.5% | +5.6% | +6.0% |
| 3M | +4.0% | +5.3% | -1.3% | -6.9% |
| 6M | +29.5% | +12.9% | +16.7% | +2.5% |
| YTD | +98.5% | +18.5% | +80.0% | +45.0% |
| 1Y | +234.1% | +25.3% | +208.8% | +120.8% |
| All | +292.2% | +67.6% | +224.6% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling