+1,404.4%
TER vs VTV
+715.1%
+689.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +5.3% |
| 7D | +11.0% | +0.3% | +10.6% | +10.4% |
| 30D | -1.9% | +0.1% | -2.0% | -2.2% |
| 3M | -0.7% | +6.2% | -6.9% | -8.2% |
| 6M | +36.4% | +13.5% | +22.9% | +16.8% |
| YTD | +92.4% | +18.9% | +73.6% | +56.0% |
| 1Y | +213.5% | +25.8% | +187.7% | +136.0% |
| 3Y | +277.2% | +68.7% | +208.5% | +97.9% |
| 5Y | +219.1% | +80.3% | +138.8% | +58.5% |
| 10Y | +1,744.2% | +226.3% | +1,517.9% | +323.4% |
| All | +1,404.4% | +715.1% | +689.3% | -9.7% |
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