+376.4%
TTD vs VTV
+232.7%
+143.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.7% |
| 7D | -0.6% | -1.1% | +0.5% | +0.9% |
| 30D | +6.3% | -1.0% | +7.3% | +7.9% |
| 3M | -24.1% | +4.6% | -28.8% | -28.7% |
| 6M | -47.4% | +13.5% | -60.9% | -55.9% |
| YTD | -62.2% | +18.5% | -80.7% | -70.3% |
| 1Y | -68.3% | +22.9% | -91.2% | -76.3% |
| 3Y | -83.4% | +67.8% | -151.3% | -91.9% |
| 5Y | -80.3% | +81.8% | -162.1% | -90.8% |
| All | +376.4% | +232.7% | +143.7% | +6.7% |
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 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