-29.4%
TSCO vs VTV
+28.2%
-57.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +2.6% |
| 7D | +15.7% | +1.8% | +13.9% | +13.6% |
| 30D | +16.4% | +6.0% | +10.4% | +9.8% |
| 3M | +11.2% | +3.7% | +7.6% | +7.2% |
| 6M | +14.9% | +13.9% | +1.0% | -0.4% |
| YTD | -25.4% | +22.8% | -48.2% | -40.6% |
| 1Y | -29.4% | +27.9% | -57.3% | -46.9% |
| All | -29.4% | +28.2% | -57.6% | -46.9% |
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